Mosaic Financial Partners’s iShares Micro-Cap ETF IWC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $345K | Hold |
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|
2018
Q1 | $313K | Sell |
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|
2017
Q4 | $5.84M | Buy |
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|
2017
Q3 | $309K | Hold |
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|
2017
Q2 | $291K | Hold |
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|
2017
Q1 | $280K | Hold |
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|
2016
Q4 | $280K | Hold |
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|
2016
Q3 | $255K | Hold |
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|
2016
Q2 | $231K | Hold |
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|
2016
Q1 | $222K | Hold |
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|
2015
Q4 | $236K | Sell |
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|
2015
Q3 | $229K | Hold |
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|
2015
Q2 | $267K | Hold |
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|
2015
Q1 | $259K | Hold |
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|
2014
Q4 | $252K | Hold |
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|
2014
Q3 | $228K | Hold |
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|
2014
Q2 | $249K | Hold |
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|
2014
Q1 | $253K | Hold |
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|
2013
Q4 | $246K | Hold |
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|
2013
Q3 | $224K | Sell |
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|
2013
Q2 | $202K | Buy |
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