MIAN
Mariner Independent Advisor Network’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $19.4M | Buy |
173,690
+72,187
| +71% | +$8.05M | 0.83% | 20 |
|
|
2022
Q2 | $12.2M | Buy |
101,503
+29,851
| +42% | +$3.59M | 0.51% | 42 |
|
|
2022
Q1 | $9.15M | Buy |
71,652
+6,301
| +10% | +$804K | 0.35% | 72 |
|
|
2021
Q4 | $8.43M | Buy |
65,351
+8,691
| +15% | +$1.12M | 0.4% | 58 |
|
|
2021
Q3 | $6.66M | Buy |
56,660
+5,001
| +10% | +$588K | 0.33% | 78 |
|
|
2021
Q2 | $6.32M | Sell |
51,659
-4,093
| -7% | -$501K | 0.29% | 83 |
|
|
2021
Q1 | $6.58M | Buy |
55,752
+960
| +2% | +$113K | 0.34% | 64 |
|
|
2020
Q4 | $5.8M | Buy |
54,792
+66
| +0.1% | +$6.99K | 0.31% | 77 |
|
|
2020
Q3 | $5.06M | Buy |
54,726
+47
| +0.1% | +$4.34K | 0.42% | 60 |
|
|
2020
Q2 | $4.96M | Buy |
54,679
+3,820
| +8% | +$347K | 0.46% | 56 |
|
|
2020
Q1 | $3.87M | Sell |
50,859
-2,014
| -4% | -$153K | 0.35% | 76 |
|
|
2019
Q4 | $5.69M | Buy |
52,873
+619
| +1% | +$66.6K | 0.41% | 60 |
|
|
2019
Q3 | $5.28M | Buy |
52,254
+1,976
| +4% | +$200K | 0.4% | 63 |
|
|
2019
Q2 | $5.07M | Sell |
50,278
-64
| -0.1% | -$6.46K | 0.38% | 69 |
|
|
2019
Q1 | $5.03M | Buy |
50,342
+274
| +0.5% | +$27.4K | 0.43% | 61 |
|
|
2018
Q4 | $4.6M | Buy |
50,068
+646
| +1% | +$59.4K | 0.41% | 62 |
|
|
2018
Q3 | $4.84M | Buy |
+49,422
| New | +$4.84M | 0.61% | 44 |
|
|
2018
Q2 | – | Sell |
-50,224
| Closed | -$4.58M | – | 286 |
|
|
2018
Q1 | $4.58M | Buy |
50,224
+5,206
| +12% | +$475K | 0.28% | 80 |
|
|
2017
Q4 | $4.25M | Buy |
+45,018
| New | +$4.25M | 0.45% | 53 |
|
|
2017
Q1 | – | Sell |
-74,358
| Closed | -$6.36M | – | 341 |
|
|
2016
Q4 | $6.36M | Buy |
+74,358
| New | +$6.36M | 1.03% | 32 |
|
|
2016
Q3 | – | Sell |
-53,848
| Closed | -$4.9M | – | 189 |
|
|
2016
Q2 | $4.9M | Buy |
+53,848
| New | +$4.9M | 0.92% | 26 |
|