MIAN
Mariner Independent Advisor Network’s SPDR Dow Jones REIT ETF RWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-25,246
| Closed | -$2.36M | – | 334 |
|
|
2016
Q4 | $2.36M | Buy |
25,246
+2,456
| +11% | +$229K | 0.38% | 65 |
|
|
2016
Q3 | $2.22M | Buy |
22,790
+2,308
| +11% | +$225K | 0.32% | 78 |
|
|
2016
Q2 | $2.04M | Sell |
20,482
-8,704
| -30% | -$865K | 0.38% | 67 |
|
|
2016
Q1 | $2.78M | Sell |
29,186
-720
| -2% | -$68.5K | 0.89% | 34 |
|
|
2015
Q4 | $2.74M | Sell |
29,906
-4,096
| -12% | -$375K | 1.84% | 15 |
|
|
2015
Q3 | $2.93M | Sell |
34,002
-285
| -0.8% | -$24.6K | 1.12% | 25 |
|
|
2015
Q2 | $2.89M | Buy |
34,287
+1,479
| +5% | +$125K | 1.42% | 21 |
|
|
2015
Q1 | $3.1M | Sell |
32,808
-3,289
| -9% | -$311K | 1.73% | 20 |
|
|
2014
Q4 | $3.28M | Sell |
36,097
-1,301
| -3% | -$118K | 1.52% | 16 |
|
|
2014
Q3 | $2.98M | Sell |
37,398
-12,106
| -24% | -$966K | 1.56% | 18 |
|
|
2014
Q2 | $4.11M | Buy |
+49,504
| New | +$4.11M | 2.02% | 15 |
|