MFP
Mosaic Financial Partners’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $9.47M | Sell |
62,334
-313
| -0.5% | -$47.6K | 6.22% | 4 |
|
|
2018
Q1 | $9.2M | Buy |
62,647
+30,782
| +97% | +$4.52M | 5.57% | 4 |
|
|
2017
Q4 | $3.96M | Sell |
31,865
-31,372
| -50% | -$3.9M | 2.28% | 16 |
|
|
2017
Q3 | $8.85M | Hold |
63,237
| – | – | 5.45% | 7 |
|
|
2017
Q2 | $8.55M | Hold |
63,237
| – | – | 5.34% | 7 |
|
|
2017
Q1 | $8.3M | Sell |
63,237
-331
| -0.5% | -$43.4K | 5.24% | 6 |
|
|
2016
Q4 | $7.91M | Sell |
63,568
-268
| -0.4% | -$33.4K | 5.07% | 7 |
|
|
2016
Q3 | $7.69M | Sell |
63,836
-83
| -0.1% | -$10K | 4.69% | 8 |
|
|
2016
Q2 | $7.47M | Sell |
63,919
-202
| -0.3% | -$23.6K | 4.61% | 7 |
|
|
2016
Q1 | $7.31M | Sell |
64,121
-547
| -0.8% | -$62.4K | 4.67% | 7 |
|
|
2015
Q4 | $7.33M | Sell |
64,668
-8,736
| -12% | -$990K | 4.7% | 7 |
|
|
2015
Q3 | $7.86M | Sell |
73,404
-1,784
| -2% | -$191K | 5.01% | 5 |
|
|
2015
Q2 | $8.73M | Sell |
75,188
-721
| -0.9% | -$83.7K | 6% | 5 |
|
|
2015
Q1 | $8.79M | Sell |
75,909
-1,591
| -2% | -$184K | 6.01% | 5 |
|
|
2014
Q4 | $8.88M | Sell |
77,500
-2,583
| -3% | -$296K | 6.03% | 5 |
|
|
2014
Q3 | $8.8M | Sell |
80,083
-4,535
| -5% | -$498K | 6.2% | 5 |
|
|
2014
Q2 | $9.32M | Sell |
84,618
-2,138
| -2% | -$235K | 6.37% | 6 |
|
|
2014
Q1 | $9.09M | Sell |
86,756
-3,668
| -4% | -$384K | 6.5% | 4 |
|
|
2013
Q4 | $9.33M | Sell |
90,424
-1,169
| -1% | -$121K | 6.8% | 4 |
|
|
2013
Q3 | $8.63M | Sell |
91,593
-3,763
| -4% | -$354K | 6.71% | 4 |
|
|
2013
Q2 | $8.58M | Buy |
+95,356
| New | +$8.58M | 6.7% | 5 |
|