MIAN
Mariner Independent Advisor Network’s Invesco S&P 500 Downside Hedged ETF PHDG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $7.2M | Sell |
211,868
-17,324
| -8% | -$589K | 0.31% | 70 |
|
|
2022
Q2 | $7.52M | Sell |
229,192
-33,063
| -13% | -$1.08M | 0.32% | 76 |
|
|
2022
Q1 | $9.48M | Buy |
262,255
+48,278
| +23% | +$1.74M | 0.36% | 68 |
|
|
2021
Q4 | $8.16M | Buy |
213,977
+112,590
| +111% | +$4.29M | 0.38% | 60 |
|
|
2021
Q3 | $3.62M | Buy |
+101,387
| New | +$3.62M | 0.18% | 142 |
|