MIAN
Mariner Independent Advisor Network’s SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $674K | Buy |
19,006
+3,070
| +19% | +$109K | 0.03% | 430 |
|
|
2022
Q2 | $637K | Buy |
15,936
+195
| +1% | +$7.8K | 0.03% | 440 |
|
|
2022
Q1 | $691K | Buy |
15,741
+2,207
| +16% | +$96.9K | 0.03% | 408 |
|
|
2021
Q4 | $571K | Sell |
13,534
-1,544
| -10% | -$65.1K | 0.03% | 385 |
|
|
2021
Q3 | $590K | Sell |
15,078
-2,988
| -17% | -$117K | 0.03% | 381 |
|
|
2021
Q2 | $724K | Buy |
18,066
+4,467
| +33% | +$179K | 0.03% | 378 |
|
|
2021
Q1 | $524K | Sell |
13,599
-1,175
| -8% | -$45.3K | 0.03% | 358 |
|
|
2020
Q4 | $487K | Buy |
+14,774
| New | +$487K | 0.03% | 350 |
|
|
2020
Q2 | – | Sell |
-11,948
| Closed | -$290K | – | 376 |
|
|
2020
Q1 | $290K | Sell |
11,948
-1,046
| -8% | -$25.4K | 0.03% | 328 |
|
|
2019
Q4 | $510K | Sell |
12,994
-203
| -2% | -$7.97K | 0.04% | 310 |
|
|
2019
Q3 | $500K | Sell |
13,197
-308
| -2% | -$11.7K | 0.04% | 314 |
|
|
2019
Q2 | $513K | Buy |
13,505
+1,587
| +13% | +$60.3K | 0.04% | 309 |
|
|
2019
Q1 | $451K | Buy |
+11,918
| New | +$451K | 0.04% | 309 |
|