MFP
Mosaic Financial Partners’s SPDR S&P International Small Cap ETF GWX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | $2.31M | Sell |
67,185
-1,414
| -2% | -$48.5K | 1.51% | 23 |
|
2018
Q1 | $2.43M | Hold |
68,599
| – | – | 1.47% | 25 |
|
2017
Q4 | $2.43M | Sell |
68,599
-3,655
| -5% | -$130K | 1.4% | 21 |
|
2017
Q3 | $2.53M | Sell |
72,254
-769
| -1% | -$26.9K | 1.56% | 20 |
|
2017
Q2 | $2.44M | Sell |
73,023
-3,203
| -4% | -$107K | 1.52% | 20 |
|
2017
Q1 | $2.4M | Sell |
76,226
-1,206
| -2% | -$38K | 1.52% | 20 |
|
2016
Q4 | $2.25M | Hold |
77,432
| – | – | 1.44% | 21 |
|
2016
Q3 | $2.43M | Sell |
77,432
-1,986
| -3% | -$62.3K | 1.48% | 21 |
|
2016
Q2 | $2.31M | Sell |
79,418
-2,332
| -3% | -$67.8K | 1.42% | 22 |
|
2016
Q1 | $2.34M | Sell |
81,750
-808
| -1% | -$23.1K | 1.49% | 22 |
|
2015
Q4 | $2.33M | Sell |
82,558
-4,332
| -5% | -$122K | 1.5% | 22 |
|
2015
Q3 | $2.39M | Sell |
86,890
-1,555
| -2% | -$42.8K | 1.53% | 22 |
|
2015
Q2 | $2.7M | Sell |
88,445
-1,045
| -1% | -$31.9K | 1.86% | 18 |
|
2015
Q1 | $2.59M | Sell |
89,490
-1,046
| -1% | -$30.3K | 1.77% | 19 |
|
2014
Q4 | $2.47M | Sell |
90,536
-4,376
| -5% | -$119K | 1.68% | 22 |
|
2014
Q3 | $3.1M | Hold |
94,912
| – | – | 2.19% | 16 |
|
2014
Q2 | $3.35M | Sell |
94,912
-1,452
| -2% | -$51.2K | 2.29% | 17 |
|
2014
Q1 | $3.27M | Sell |
96,364
-2,491
| -3% | -$84.4K | 2.34% | 16 |
|
2013
Q4 | $3.32M | Sell |
98,855
-519
| -0.5% | -$17.4K | 2.42% | 15 |
|
2013
Q3 | $3.25M | Sell |
99,374
-6,473
| -6% | -$212K | 2.53% | 13 |
|
2013
Q2 | $3.05M | Buy |
+105,847
| New | +$3.05M | 2.39% | 13 |
|