Mosaic Financial Partners’s UBS AG Exchange Traded Access Securities (E-TRACS)Linked to the Wells Fargo Business Development Com BDCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
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|
2017
Q4 | $1.63M | Sell |
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2017
Q3 | $1.72M | Buy |
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2017
Q2 | $1.74M | Hold |
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|
2017
Q1 | $1.82M | Sell |
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|
2016
Q4 | $1.85M | Sell |
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2016
Q3 | $1.81M | Sell |
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|
2016
Q2 | $1.77M | Sell |
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|
2016
Q1 | $2.08M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $231K | Buy |
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