Mariner Independent Advisor Network’s SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.06M | Buy |
18,359
+2,296
| +14% | +$133K | 0.05% | 355 |
|
|
2022
Q2 | $984K | Sell |
16,063
-12,199
| -43% | -$747K | 0.04% | 372 |
|
|
2022
Q1 | $1.99M | Buy |
+28,262
| New | +$1.99M | 0.08% | 259 |
|
|
2021
Q4 | – | Sell |
-28,547
| Closed | -$1.9M | – | 489 |
|
|
2021
Q3 | $1.9M | Buy |
28,547
+2,435
| +9% | +$162K | 0.09% | 233 |
|
|
2021
Q2 | $1.76M | Buy |
26,112
+11,253
| +76% | +$760K | 0.08% | 261 |
|
|
2021
Q1 | $972K | Buy |
+14,859
| New | +$972K | 0.05% | 305 |
|
|
2019
Q2 | – | Sell |
-49,073
| Closed | -$2.5M | – | 377 |
|
|
2019
Q1 | $2.5M | Sell |
49,073
-5,436
| -10% | -$277K | 0.21% | 113 |
|
|
2018
Q4 | $2.59M | Buy |
54,509
+1,630
| +3% | +$77.3K | 0.23% | 105 |
|
|
2018
Q3 | $2.84M | Buy |
+52,879
| New | +$2.84M | 0.36% | 65 |
|