Mosaic Family Wealth’s Stifel SF Stock Holding History

Mosaic Family Wealth’s Portfolio SF Stock Details SF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$1.12M	Hold
2021 Q3	$1.08M	Hold
2021 Q2	$1.03M	Hold
2021 Q1	$1.02M	Hold
2020 Q4	$806K	Sell
2020 Q3	$538K	Hold
2020 Q2	$505K	Hold
2020 Q1	$439K	Buy
2019 Q4	$524K	Hold
2019 Q3	$496K	Hold
2019 Q2	$510K	Hold
2019 Q1	$456K	Buy
2018 Q4	$275K	Hold
2018 Q3	$319K	Buy
2018 Q2	$243K	Hold
2018 Q1	$275K	Hold
2017 Q4	$277K	Hold
2017 Q3	$248K	Buy
2017 Q2	$1K	Hold
2017 Q1	$1K	Hold
2016 Q4	$1K	Hold
2016 Q3	$1K	Hold
2016 Q2	$1K	Hold
2016 Q1	$0	Hold
2015 Q4	$1K	Buy