MIAN
Mariner Independent Advisor Network’s Invesco Dividend Achievers ETF PFM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $6.75M | Sell |
208,817
-68,147
| -25% | -$2.2M | 0.29% | 76 |
|
|
2022
Q2 | $9.67M | Buy |
276,964
+18,706
| +7% | +$653K | 0.41% | 54 |
|
|
2022
Q1 | $9.91M | Buy |
258,258
+65,863
| +34% | +$2.53M | 0.38% | 61 |
|
|
2021
Q4 | $7.63M | Sell |
192,395
-11,106
| -5% | -$441K | 0.36% | 68 |
|
|
2021
Q3 | $7.32M | Sell |
203,501
-40,888
| -17% | -$1.47M | 0.36% | 71 |
|
|
2021
Q2 | $8.86M | Buy |
244,389
+167,211
| +217% | +$6.06M | 0.4% | 54 |
|
|
2021
Q1 | $2.67M | Buy |
77,178
+28,184
| +58% | +$975K | 0.14% | 157 |
|
|
2020
Q4 | $1.61M | Buy |
+48,994
| New | +$1.61M | 0.09% | 233 |
|