MFW
Mosaic Family Wealth’s iShares US Treasury Bond ETF GOVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-9,891
| Closed | -$255K | – | 172 |
|
|
2019
Q2 | $255K | Sell |
9,891
-5,497
| -36% | -$142K | 0.11% | 141 |
|
|
2019
Q1 | $388K | Buy |
15,388
+671
| +5% | +$16.9K | 0.16% | 92 |
|
|
2018
Q4 | $363K | Sell |
14,717
-8,898
| -38% | -$219K | 0.15% | 92 |
|
|
2018
Q3 | $571K | Sell |
23,615
-50,457
| -68% | -$1.22M | 0.23% | 64 |
|
|
2018
Q2 | $1.82M | Sell |
74,072
-20,213
| -21% | -$498K | 0.69% | 22 |
|
|
2018
Q1 | $2.33M | Buy |
94,285
+8,603
| +10% | +$212K | 0.86% | 16 |
|
|
2017
Q4 | $2.15M | Buy |
+85,682
| New | +$2.15M | 0.78% | 19 |
|