MIAN
Mariner Independent Advisor Network’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.63M | Buy |
22,155
+524
| +2% | +$38.5K | 0.07% | 280 |
|
|
2022
Q2 | $1.8M | Buy |
21,631
+922
| +4% | +$76.6K | 0.08% | 270 |
|
|
2022
Q1 | $2.13M | Buy |
20,709
+6,384
| +45% | +$656K | 0.08% | 245 |
|
|
2021
Q4 | $1.65M | Sell |
14,325
-9,474
| -40% | -$1.09M | 0.08% | 256 |
|
|
2021
Q3 | $2.4M | Sell |
23,799
-102
| -0.4% | -$10.3K | 0.12% | 196 |
|
|
2021
Q2 | $2.38M | Buy |
23,901
+2,797
| +13% | +$278K | 0.11% | 213 |
|
|
2021
Q1 | $1.85M | Sell |
21,104
-14,218
| -40% | -$1.25M | 0.1% | 215 |
|
|
2020
Q4 | $3.01M | Buy |
+35,322
| New | +$3.01M | 0.16% | 154 |
|
|
2020
Q2 | – | Sell |
-11,394
| Closed | -$2.25M | – | 348 |
|
|
2020
Q1 | $2.25M | Sell |
11,394
-939
| -8% | -$186K | 0.2% | 118 |
|
|
2019
Q4 | $2.88M | Buy |
12,333
+463
| +4% | +$108K | 0.21% | 112 |
|
|
2019
Q3 | $2.41M | Sell |
11,870
-4,980
| -30% | -$1.01M | 0.18% | 126 |
|
|
2019
Q2 | $3.37M | Sell |
16,850
-15
| -0.1% | -$3K | 0.25% | 99 |
|
|
2019
Q1 | $3.25M | Buy |
16,865
+3,711
| +28% | +$715K | 0.27% | 89 |
|
|
2018
Q4 | $2.15M | Buy |
+13,154
| New | +$2.15M | 0.19% | 125 |
|
|
2017
Q4 | – | Sell |
-10,581
| Closed | -$1.59M | – | 296 |
|
|
2017
Q3 | $1.59M | Sell |
10,581
-73
| -0.7% | -$10.9K | 0.26% | 75 |
|
|
2017
Q2 | $1.49M | Sell |
10,654
-54,889
| -84% | -$7.67M | 0.21% | 111 |
|
|
2017
Q1 | $8.86M | Buy |
+65,543
| New | +$8.86M | 1.08% | 24 |
|
|
2015
Q1 | – | Sell |
-3,048
| Closed | -$318K | – | 125 |
|
|
2014
Q4 | $318K | Buy |
3,048
+216
| +8% | +$22.6K | 0.15% | 112 |
|
|
2014
Q3 | $285K | Hold |
2,832
| – | – | 0.15% | 92 |
|
|
2014
Q2 | $274K | Buy |
+2,832
| New | +$274K | 0.14% | 102 |
|