MIAN
Mariner Independent Advisor Network’s Industrial Select Sector SPDR Fund XLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $6.24M | Buy |
75,273
+3,183
| +4% | +$264K | 0.27% | 85 |
|
|
2022
Q2 | $6.35M | Sell |
72,090
-90,663
| -56% | -$7.99M | 0.27% | 90 |
|
|
2022
Q1 | $16.6M | Buy |
162,753
+30,653
| +23% | +$3.13M | 0.64% | 31 |
|
|
2021
Q4 | $13.9M | Buy |
132,100
+2,887
| +2% | +$303K | 0.65% | 27 |
|
|
2021
Q3 | $12.6M | Buy |
129,213
+8,147
| +7% | +$797K | 0.62% | 27 |
|
|
2021
Q2 | $12.4M | Buy |
121,066
+83,216
| +220% | +$8.52M | 0.56% | 31 |
|
|
2021
Q1 | $3.73M | Sell |
37,850
-367
| -1% | -$36.1K | 0.19% | 124 |
|
|
2020
Q4 | $3.38M | Buy |
38,217
+6,380
| +20% | +$565K | 0.18% | 139 |
|
|
2020
Q3 | $2.45M | Buy |
31,837
+857
| +3% | +$66K | 0.2% | 130 |
|
|
2020
Q2 | $2.13M | Buy |
30,980
+18,353
| +145% | +$1.26M | 0.2% | 127 |
|
|
2020
Q1 | $713K | Sell |
12,627
-12,402
| -50% | -$700K | 0.06% | 249 |
|
|
2019
Q4 | $2.04M | Sell |
25,029
-1,280
| -5% | -$104K | 0.15% | 162 |
|
|
2019
Q3 | $2M | Buy |
26,309
+15,184
| +136% | +$1.15M | 0.15% | 152 |
|
|
2019
Q2 | $862K | Sell |
11,125
-797
| -7% | -$61.8K | 0.06% | 254 |
|
|
2019
Q1 | $908K | Buy |
11,922
+466
| +4% | +$35.5K | 0.08% | 241 |
|
|
2018
Q4 | $773K | Buy |
+11,456
| New | +$773K | 0.07% | 249 |
|
|
2017
Q2 | – | Sell |
-14,607
| Closed | -$749K | – | 341 |
|
|
2017
Q1 | $749K | Buy |
+14,607
| New | +$749K | 0.09% | 122 |
|