MIAN
Mariner Independent Advisor Network’s SPDR S&P Bank ETF KBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $551K | Sell |
12,451
-41,548
| -77% | -$1.84M | 0.02% | 456 |
|
|
2022
Q2 | $2.37M | Sell |
53,999
-44
| -0.1% | -$1.93K | 0.1% | 208 |
|
|
2022
Q1 | $2.83M | Buy |
54,043
+756
| +1% | +$39.6K | 0.11% | 192 |
|
|
2021
Q4 | $2.91M | Buy |
53,287
+6,277
| +13% | +$343K | 0.14% | 171 |
|
|
2021
Q3 | $2.49M | Sell |
47,010
-744
| -2% | -$39.4K | 0.12% | 193 |
|
|
2021
Q2 | $2.45M | Buy |
47,754
+515
| +1% | +$26.4K | 0.11% | 208 |
|
|
2021
Q1 | $2.45M | Buy |
47,239
+242
| +0.5% | +$12.6K | 0.13% | 168 |
|
|
2020
Q4 | $1.97M | Buy |
+46,997
| New | +$1.97M | 0.11% | 202 |
|
|
2019
Q3 | – | Sell |
-10,633
| Closed | -$464K | – | 384 |
|
|
2019
Q2 | $464K | Sell |
10,633
-6,201
| -37% | -$271K | 0.03% | 319 |
|
|
2019
Q1 | $720K | Sell |
16,834
-355
| -2% | -$15.2K | 0.06% | 263 |
|
|
2018
Q4 | $686K | Buy |
17,189
+2,582
| +18% | +$103K | 0.06% | 264 |
|
|
2018
Q3 | $641K | Buy |
+14,607
| New | +$641K | 0.08% | 170 |
|
|
2018
Q2 | – | Sell |
-18,706
| Closed | -$895K | – | 245 |
|
|
2018
Q1 | $895K | Sell |
18,706
-167
| -0.9% | -$7.99K | 0.06% | 231 |
|
|
2017
Q4 | $893K | Buy |
+18,873
| New | +$893K | 0.09% | 190 |
|
|
2017
Q2 | – | Sell |
-22,980
| Closed | -$988K | – | 269 |
|
|
2017
Q1 | $988K | Buy |
+22,980
| New | +$988K | 0.12% | 105 |
|