MIAN
Mariner Independent Advisor Network’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $3.29M | Sell |
68,425
-850
| -1% | -$40.8K | 0.14% | 161 |
|
|
2022
Q2 | $3.61M | Buy |
69,275
+8,062
| +13% | +$420K | 0.15% | 156 |
|
|
2022
Q1 | $3.43M | Buy |
61,213
+22,833
| +59% | +$1.28M | 0.13% | 164 |
|
|
2021
Q4 | $2.23M | Sell |
38,380
-1,648
| -4% | -$95.8K | 0.1% | 206 |
|
|
2021
Q3 | $2.1M | Sell |
40,028
-31,005
| -44% | -$1.63M | 0.1% | 221 |
|
|
2021
Q2 | $3.8M | Sell |
71,033
-14,861
| -17% | -$795K | 0.17% | 146 |
|
|
2021
Q1 | $4.5M | Sell |
85,894
-182,812
| -68% | -$9.57M | 0.23% | 109 |
|
|
2020
Q4 | $12.9M | Buy |
268,706
+28,567
| +12% | +$1.37M | 0.69% | 27 |
|
|
2020
Q3 | $10M | Buy |
240,139
+11,639
| +5% | +$485K | 0.83% | 23 |
|
|
2020
Q2 | $9.46M | Buy |
228,500
+39,013
| +21% | +$1.62M | 0.87% | 24 |
|
|
2020
Q1 | $7.13M | Buy |
189,487
+10,311
| +6% | +$388K | 0.64% | 35 |
|
|
2019
Q4 | $9.64M | Buy |
179,176
+12,366
| +7% | +$665K | 0.69% | 29 |
|
|
2019
Q3 | $8.68M | Buy |
166,810
+8,817
| +6% | +$459K | 0.66% | 32 |
|
|
2019
Q2 | $8.07M | Buy |
+157,993
| New | +$8.07M | 0.61% | 37 |
|
|
2019
Q1 | – | Sell |
-42,155
| Closed | -$1.92M | – | 380 |
|
|
2018
Q4 | $1.92M | Buy |
+42,155
| New | +$1.92M | 0.17% | 135 |
|
|
2018
Q2 | – | Sell |
-204,270
| Closed | -$9.15M | – | 322 |
|
|
2018
Q1 | $9.15M | Buy |
204,270
+102,440
| +101% | +$4.59M | 0.56% | 42 |
|
|
2017
Q4 | $4.58M | Buy |
101,830
+78,354
| +334% | +$3.52M | 0.48% | 46 |
|
|
2017
Q3 | $1.03M | Buy |
+23,476
| New | +$1.03M | 0.17% | 93 |
|