Mosaic Financial Partners’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q4
Sell
-7,624
Closed -$210K 43
2015
Q3
$210K Hold
7,624
0.13% 45
2015
Q2
$239K Buy
+7,624
New +$239K 0.16% 46