MIAN
Mariner Independent Advisor Network’s SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $5.77M | Sell |
149,612
-13,525
| -8% | -$522K | 0.25% | 101 |
|
|
2022
Q2 | $6.64M | Buy |
163,137
+26,305
| +19% | +$1.07M | 0.28% | 85 |
|
|
2022
Q1 | $6.48M | Buy |
136,832
+5,796
| +4% | +$274K | 0.25% | 98 |
|
|
2021
Q4 | $6.54M | Buy |
131,036
+4,106
| +3% | +$205K | 0.31% | 79 |
|
|
2021
Q3 | $5.86M | Sell |
126,930
-19,327
| -13% | -$892K | 0.29% | 91 |
|
|
2021
Q2 | $6.91M | Buy |
146,257
+4,523
| +3% | +$214K | 0.31% | 71 |
|
|
2021
Q1 | $6.49M | Buy |
141,734
+3,353
| +2% | +$153K | 0.34% | 65 |
|
|
2020
Q4 | $5.59M | Sell |
138,381
-5,263
| -4% | -$213K | 0.3% | 84 |
|
|
2020
Q3 | $4.69M | Buy |
143,644
+5,199
| +4% | +$170K | 0.39% | 64 |
|
|
2020
Q2 | $4.31M | Buy |
+138,445
| New | +$4.31M | 0.4% | 64 |
|