Mosaic Financial Partners’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $773K | Hold |
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|
2018
Q1 | $804K | Buy |
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|
2017
Q4 | $402K | Sell |
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|
2017
Q3 | $797K | Sell |
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|
2017
Q2 | $809K | Hold |
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|
2017
Q1 | $773K | Sell |
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|
2016
Q4 | $720K | Sell |
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|
2016
Q3 | $756K | Hold |
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|
2016
Q2 | $714K | Hold |
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|
2016
Q1 | $731K | Hold |
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|
2015
Q4 | $751K | Hold |
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|
2015
Q3 | $733K | Hold |
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|
2015
Q2 | $812K | Sell |
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|
2015
Q1 | $837K | Sell |
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|
2014
Q4 | $800K | Sell |
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|
2014
Q3 | $1.11M | Sell |
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|
2014
Q2 | $1.29M | Sell |
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|
2014
Q1 | $1.27M | Hold |
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|
2013
Q4 | $1.27M | Hold |
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|
2013
Q3 | $1.21M | Sell |
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|
2013
Q2 | $1.12M | Buy |
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