MIAN
Mariner Independent Advisor Network’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-12,098
| Closed | -$5.5M | – | 523 |
|
|
2021
Q2 | $5.5M | Sell |
12,098
-412
| -3% | -$187K | 0.25% | 101 |
|
|
2021
Q1 | $5.3M | Buy |
12,510
+1,607
| +15% | +$681K | 0.28% | 90 |
|
|
2020
Q4 | $4.13M | Sell |
10,903
-1,919
| -15% | -$728K | 0.22% | 112 |
|
|
2020
Q3 | $3.91M | Sell |
12,822
-2,760
| -18% | -$841K | 0.32% | 80 |
|
|
2020
Q2 | $4.19M | Buy |
+15,582
| New | +$4.19M | 0.39% | 67 |
|