Mosaic Family Wealth’s Transmontaigne TLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Sell
2018
Q4
$77K Hold
2018
Q3
$71K Hold
2018
Q2
$70K Sell
2018
Q1
$78K Buy
2017
Q4
$86K Buy
2017
Q3
$93K Buy
2017
Q2
$91K Buy
2017
Q1
$97K Buy
2016
Q4
$96K Buy
2016
Q3
$89K Buy
2016
Q2
$89K Buy
2016
Q1
$78K Buy
2015
Q4
$57K Buy