Mariner Independent Advisor Network’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $11.9M | Sell |
100,013
-9,975
| -9% | -$1.18M | 0.51% | 43 |
|
|
2022
Q2 | $14.2M | Buy |
109,988
+26,047
| +31% | +$3.36M | 0.6% | 32 |
|
|
2022
Q1 | $13.3M | Buy |
83,941
+22,362
| +36% | +$3.54M | 0.51% | 44 |
|
|
2021
Q4 | $10.8M | Buy |
61,579
+1,980
| +3% | +$347K | 0.51% | 40 |
|
|
2021
Q3 | $8.9M | Buy |
59,599
+6,465
| +12% | +$965K | 0.43% | 50 |
|
|
2021
Q2 | $7.85M | Sell |
53,134
-20,860
| -28% | -$3.08M | 0.36% | 62 |
|
|
2021
Q1 | $9.83M | Buy |
73,994
+7,736
| +12% | +$1.03M | 0.51% | 39 |
|
|
2020
Q4 | $8.62M | Buy |
66,258
+52,233
| +372% | +$6.79M | 0.46% | 41 |
|
|
2020
Q3 | $1.64M | Sell |
14,025
-6,995
| -33% | -$816K | 0.14% | 169 |
|
|
2020
Q2 | $2.21M | Buy |
21,020
+156
| +0.7% | +$16.4K | 0.2% | 124 |
|
|
2020
Q1 | $1.62M | Buy |
20,864
+6,585
| +46% | +$510K | 0.15% | 160 |
|
|
2019
Q4 | $1.32M | Sell |
14,279
-737
| -5% | -$67.9K | 0.09% | 222 |
|
|
2019
Q3 | $1.2M | Buy |
15,016
+2,769
| +23% | +$222K | 0.09% | 232 |
|
|
2019
Q2 | $963K | Buy |
12,247
+1,886
| +18% | +$148K | 0.07% | 241 |
|
|
2019
Q1 | $773K | Sell |
10,361
-3,149
| -23% | -$235K | 0.07% | 256 |
|
|
2018
Q4 | $847K | Sell |
13,510
-38,173
| -74% | -$2.39M | 0.08% | 243 |
|
|
2018
Q3 | $3.89M | Buy |
+51,683
| New | +$3.89M | 0.49% | 52 |
|
|
2018
Q2 | – | Sell |
-33,370
| Closed | -$2.18M | – | 319 |
|
|
2018
Q1 | $2.18M | Buy |
33,370
+15,253
| +84% | +$998K | 0.13% | 130 |
|
|
2017
Q4 | $1.16M | Buy |
+18,117
| New | +$1.16M | 0.12% | 168 |
|