MIAN
Mariner Independent Advisor Network’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $4.09M | Buy |
120,160
+3,179
| +3% | +$108K | 0.18% | 138 |
|
|
2022
Q2 | $4.28M | Sell |
116,981
-24,163
| -17% | -$884K | 0.18% | 133 |
|
|
2022
Q1 | $5.96M | Buy |
141,144
+74,222
| +111% | +$3.14M | 0.23% | 110 |
|
|
2021
Q4 | $3.02M | Sell |
66,922
-21,673
| -24% | -$979K | 0.14% | 165 |
|
|
2021
Q3 | $3.77M | Sell |
88,595
-30,616
| -26% | -$1.3M | 0.18% | 137 |
|
|
2021
Q2 | $5.24M | Buy |
119,211
+23,225
| +24% | +$1.02M | 0.24% | 106 |
|
|
2021
Q1 | $4.06M | Buy |
95,986
+33,112
| +53% | +$1.4M | 0.21% | 118 |
|
|
2020
Q4 | $2.25M | Sell |
62,874
-23,575
| -27% | -$844K | 0.12% | 180 |
|
|
2020
Q3 | $2.37M | Buy |
86,449
+1,258
| +1% | +$34.4K | 0.2% | 132 |
|
|
2020
Q2 | $2.24M | Buy |
85,191
+39,277
| +86% | +$1.03M | 0.21% | 122 |
|
|
2020
Q1 | $933K | Buy |
+45,914
| New | +$933K | 0.08% | 222 |
|