Mosaic Financial Partners’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $9.47M | Sell |
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2018
Q1 | $9.2M | Buy |
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|
2017
Q4 | $3.96M | Sell |
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|
2017
Q3 | $8.85M | Hold |
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|
2017
Q2 | $8.55M | Hold |
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|
2017
Q1 | $8.3M | Sell |
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|
2016
Q4 | $7.91M | Sell |
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|
2016
Q3 | $7.69M | Sell |
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|
2016
Q2 | $7.47M | Sell |
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|
2016
Q1 | $7.31M | Sell |
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|
2015
Q4 | $7.33M | Sell |
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|
2015
Q3 | $7.86M | Sell |
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|
2015
Q2 | $8.72M | Sell |
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|
2015
Q1 | $8.79M | Sell |
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|
2014
Q4 | $8.88M | Sell |
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|
2014
Q3 | $8.8M | Sell |
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|
2014
Q2 | $9.32M | Sell |
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|
2014
Q1 | $9.09M | Sell |
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|
2013
Q4 | $9.33M | Sell |
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|
2013
Q3 | $8.63M | Sell |
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|
2013
Q2 | $8.57M | Buy |
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