MIAN
Mariner Independent Advisor Network’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $21.6M | Buy |
323,809
+7,504
| +2% | +$501K | 0.93% | 15 |
|
|
2022
Q2 | $23.1M | Buy |
316,305
+201,834
| +176% | +$14.7M | 0.97% | 15 |
|
|
2022
Q1 | $8.69M | Buy |
114,471
+54,122
| +90% | +$4.11M | 0.33% | 76 |
|
|
2021
Q4 | $4.65M | Buy |
60,349
+23,772
| +65% | +$1.83M | 0.22% | 111 |
|
|
2021
Q3 | $2.52M | Buy |
36,577
+1,611
| +5% | +$111K | 0.12% | 188 |
|
|
2021
Q2 | $2.45M | Buy |
34,966
+574
| +2% | +$40.2K | 0.11% | 209 |
|
|
2021
Q1 | $2.35M | Sell |
34,392
-26,578
| -44% | -$1.82M | 0.12% | 174 |
|
|
2020
Q4 | $4.11M | Buy |
60,970
+25,968
| +74% | +$1.75M | 0.22% | 113 |
|
|
2020
Q3 | $2.24M | Sell |
35,002
-758
| -2% | -$48.6K | 0.19% | 136 |
|
|
2020
Q2 | $2.11M | Buy |
+35,760
| New | +$2.11M | 0.19% | 128 |
|
|
2019
Q4 | – | Sell |
-22,846
| Closed | -$1.4M | – | 399 |
|
|
2019
Q3 | $1.4M | Sell |
22,846
-7,456
| -25% | -$457K | 0.11% | 207 |
|
|
2019
Q2 | $1.76M | Buy |
30,302
+823
| +3% | +$47.9K | 0.13% | 165 |
|
|
2019
Q1 | $1.65M | Buy |
29,479
+1,684
| +6% | +$94.1K | 0.14% | 164 |
|
|
2018
Q4 | $1.43M | Buy |
+27,795
| New | +$1.43M | 0.13% | 177 |
|
|
2018
Q2 | – | Sell |
-21,075
| Closed | -$1.11M | – | 320 |
|
|
2018
Q1 | $1.11M | Buy |
21,075
+4,484
| +27% | +$236K | 0.07% | 207 |
|
|
2017
Q4 | $941K | Buy |
+16,591
| New | +$941K | 0.1% | 186 |
|
|
2017
Q1 | – | Sell |
-17,263
| Closed | -$893K | – | 359 |
|
|
2016
Q4 | $893K | Buy |
+17,263
| New | +$893K | 0.14% | 104 |
|