Mosaic Financial Partners’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $5.92M | Sell |
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|
2018
Q1 | $5.75M | Sell |
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|
2017
Q4 | $1.48M | Buy |
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|
2017
Q3 | $5.52M | Sell |
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|
2017
Q2 | $5.34M | Buy |
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|
2017
Q1 | $4.84M | Hold |
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|
2016
Q4 | $4.59M | Hold |
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|
2016
Q3 | $4.44M | Sell |
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|
2016
Q2 | $4.35M | Sell |
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|
2016
Q1 | $4.35M | Sell |
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|
2015
Q4 | $4.38M | Sell |
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|
2015
Q3 | $4.15M | Sell |
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|
2015
Q2 | $4.51M | Sell |
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|
2015
Q1 | $4.56M | Sell |
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|
2014
Q4 | $4.59M | Sell |
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|
2014
Q3 | $4.53M | Sell |
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|
2014
Q2 | $4.59M | Sell |
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|
2014
Q1 | $4.42M | Sell |
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|
2013
Q4 | $4.5M | Sell |
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|
2013
Q3 | $4.15M | Sell |
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|
2013
Q2 | $4.01M | Buy |
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