Mariner Independent Advisor Network’s SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | $3.47M | Buy |
62,118
+2,411
| +4% | +$135K | 0.15% | 153 |
|
2022
Q2 | $3.7M | Sell |
59,707
-13,140
| -18% | -$814K | 0.16% | 151 |
|
2022
Q1 | $5.28M | Buy |
72,847
+1,316
| +2% | +$95.4K | 0.2% | 125 |
|
2021
Q4 | $5.52M | Sell |
71,531
-874
| -1% | -$67.4K | 0.26% | 95 |
|
2021
Q3 | $5.44M | Buy |
72,405
+1,517
| +2% | +$114K | 0.27% | 98 |
|
2021
Q2 | $5.36M | Buy |
70,888
+2,364
| +3% | +$179K | 0.24% | 103 |
|
2021
Q1 | $4.94M | Buy |
+68,524
| New | +$4.94M | 0.26% | 100 |
|
2019
Q1 | – | Sell |
-11,399
| Closed | -$667K | – | 373 |
|
2018
Q4 | $667K | Buy |
+11,399
| New | +$667K | 0.06% | 267 |
|