Mosaic Financial Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $2.71M | Sell |
|
|||||
|
2018
Q1 | $2.53M | Sell |
|
|||||
|
2017
Q4 | $2.55M | Sell |
|
|||||
|
2017
Q3 | $2.48M | Hold |
|
|||||
|
2017
Q2 | $2.35M | Hold |
|
|||||
|
2017
Q1 | $2.31M | Sell |
|
|||||
|
2016
Q4 | $2.37M | Sell |
|
|||||
|
2016
Q3 | $2.17M | Sell |
|
|||||
|
2016
Q2 | $2.03M | Sell |
|
|||||
|
2016
Q1 | $2.29M | Buy |
|
|||||
|
2015
Q4 | $1.98M | Sell |
|
|||||
|
2015
Q3 | $2.13M | Sell |
|
|||||
|
2015
Q2 | $2.4M | Sell |
|
|||||
|
2015
Q1 | $2.44M | Hold |
|
|||||
|
2014
Q4 | $2.36M | Sell |
|
|||||
|
2014
Q3 | $2.26M | Buy |
|
|||||
|
2014
Q2 | $2.43M | Sell |
|
|||||
|
2014
Q1 | $2.4M | Sell |
|
|||||
|
2013
Q4 | $2.56M | Buy |
|
|||||
|
2013
Q3 | $2.24M | Hold |
|
|||||
|
2013
Q2 | $2.02M | Buy |
|