MIAN
Mariner Independent Advisor Network’s SPDR DoubleLine Total Return Tactical ETF TOTL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $475K | Sell |
11,821
-6,641
| -36% | -$267K | 0.02% | 480 |
|
|
2022
Q2 | $778K | Sell |
18,462
-1,254
| -6% | -$52.8K | 0.03% | 414 |
|
|
2022
Q1 | $879K | Buy |
19,716
+1,643
| +9% | +$73.3K | 0.03% | 372 |
|
|
2021
Q4 | $854K | Buy |
18,073
+1,276
| +8% | +$60.3K | 0.04% | 345 |
|
|
2021
Q3 | $812K | Sell |
16,797
-1,543
| -8% | -$74.6K | 0.04% | 350 |
|
|
2021
Q2 | $887K | Sell |
18,340
-1,362
| -7% | -$65.9K | 0.04% | 355 |
|
|
2021
Q1 | $948K | Sell |
19,702
-14,498
| -42% | -$698K | 0.05% | 308 |
|
|
2020
Q4 | $1.69M | Sell |
34,200
-104,772
| -75% | -$5.16M | 0.09% | 229 |
|
|
2020
Q3 | $6.84M | Buy |
138,972
+43,257
| +45% | +$2.13M | 0.57% | 38 |
|
|
2020
Q2 | $4.72M | Sell |
95,715
-26,424
| -22% | -$1.3M | 0.44% | 60 |
|
|
2020
Q1 | $5.83M | Sell |
122,139
-88,670
| -42% | -$4.23M | 0.53% | 46 |
|
|
2019
Q4 | $10.3M | Sell |
210,809
-72,394
| -26% | -$3.55M | 0.74% | 27 |
|
|
2019
Q3 | $13.9M | Buy |
283,203
+31,916
| +13% | +$1.57M | 1.06% | 17 |
|
|
2019
Q2 | $12.3M | Sell |
251,287
-6,512
| -3% | -$319K | 0.93% | 22 |
|
|
2019
Q1 | $12.4M | Sell |
257,799
-7,071
| -3% | -$339K | 1.05% | 18 |
|
|
2018
Q4 | $12.6M | Sell |
264,870
-129,528
| -33% | -$6.16M | 1.12% | 19 |
|
|
2018
Q3 | $18.6M | Buy |
394,398
+4,867
| +1% | +$229K | 2.32% | 12 |
|
|
2018
Q2 | $18.5M | Sell |
389,531
-200,303
| -34% | -$9.52M | 3.28% | 6 |
|
|
2018
Q1 | $28.3M | Buy |
589,834
+326,267
| +124% | +$15.7M | 1.74% | 11 |
|
|
2017
Q4 | $12.8M | Sell |
263,567
-98,186
| -27% | -$4.76M | 1.34% | 17 |
|
|
2017
Q3 | $17.8M | Sell |
361,753
-19,168
| -5% | -$944K | 2.9% | 10 |
|
|
2017
Q2 | $18.7M | Buy |
+380,921
| New | +$18.7M | 2.69% | 5 |
|
|
2017
Q1 | – | Sell |
-299,561
| Closed | -$14.5M | – | 347 |
|
|
2016
Q4 | $14.5M | Buy |
299,561
+26,169
| +10% | +$1.27M | 2.35% | 9 |
|
|
2016
Q3 | $13.7M | Buy |
273,392
+189,276
| +225% | +$9.5M | 1.96% | 13 |
|
|
2016
Q2 | $4.2M | Buy |
84,116
+1,985
| +2% | +$99.1K | 0.79% | 37 |
|
|
2016
Q1 | $4.03M | Sell |
82,131
-32,828
| -29% | -$1.61M | 1.29% | 25 |
|
|
2015
Q4 | $5.59M | Buy |
114,959
+50,103
| +77% | +$2.44M | 3.75% | 8 |
|
|
2015
Q3 | $3.21M | Buy |
+64,856
| New | +$3.21M | 1.23% | 24 |
|