MFP
Mosaic Financial Partners’s iShares S&P 500 Value ETF IVE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-2,501
| Closed | -$226K | – | 49 |
|
|
2014
Q2 | $226K | Hold |
2,501
| – | – | 0.15% | 48 |
|
|
2014
Q1 | $217K | Sell |
2,501
-171
| -6% | -$14.8K | 0.16% | 47 |
|
|
2013
Q4 | $228K | Hold |
2,672
| – | – | 0.17% | 46 |
|
|
2013
Q3 | $209K | Hold |
2,672
| – | – | 0.16% | 43 |
|
|
2013
Q2 | $202K | Buy |
+2,672
| New | +$202K | 0.16% | 43 |
|