Mosaic Family Wealth’s Workiva WK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-982
Closed -$15K 733
2017
Q1
$15K Hold
982
0.01% 467
2016
Q4
$13K Buy
+982
New +$13K 0.01% 482