Mosaic Financial Partners’s iPath ETN linked to CBOE S&P 500 Buy Write Index BWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
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|
2018
Q1 | $204K | Hold |
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|
2017
Q4 | $207K | Sell |
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|
2017
Q3 | $229K | Sell |
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|
2017
Q2 | $261K | Hold |
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|
2017
Q1 | $253K | Hold |
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|
2016
Q4 | $245K | Hold |
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|
2016
Q3 | $237K | Hold |
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|
2016
Q2 | $234K | Sell |
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|
2016
Q1 | $247K | Hold |
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|
2015
Q4 | $253K | Hold |
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|
2015
Q3 | $242K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $256K | Buy |
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