MFP
Mosaic Financial Partners’s iShares Micro-Cap ETF IWC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $345K | Hold |
3,267
| – | – | 0.23% | 41 |
|
|
2018
Q1 | $313K | Sell |
3,267
-18,476
| -85% | -$1.77M | 0.19% | 44 |
|
|
2017
Q4 | $5.85M | Buy |
21,743
+18,476
| +566% | +$4.97M | 3.36% | 10 |
|
|
2017
Q3 | $309K | Hold |
3,267
| – | – | 0.19% | 42 |
|
|
2017
Q2 | $291K | Hold |
3,267
| – | – | 0.18% | 40 |
|
|
2017
Q1 | $280K | Hold |
3,267
| – | – | 0.18% | 41 |
|
|
2016
Q4 | $280K | Hold |
3,267
| – | – | 0.18% | 40 |
|
|
2016
Q3 | $255K | Hold |
3,267
| – | – | 0.16% | 41 |
|
|
2016
Q2 | $231K | Hold |
3,267
| – | – | 0.14% | 42 |
|
|
2016
Q1 | $222K | Hold |
3,267
| – | – | 0.14% | 43 |
|
|
2015
Q4 | $236K | Sell |
3,267
-9
| -0.3% | -$650 | 0.15% | 42 |
|
|
2015
Q3 | $229K | Hold |
3,276
| – | – | 0.15% | 43 |
|
|
2015
Q2 | $267K | Hold |
3,276
| – | – | 0.18% | 43 |
|
|
2015
Q1 | $259K | Hold |
3,276
| – | – | 0.18% | 43 |
|
|
2014
Q4 | $252K | Hold |
3,276
| – | – | 0.17% | 45 |
|
|
2014
Q3 | $228K | Hold |
3,276
| – | – | 0.16% | 46 |
|
|
2014
Q2 | $249K | Hold |
3,276
| – | – | 0.17% | 45 |
|
|
2014
Q1 | $253K | Hold |
3,276
| – | – | 0.18% | 44 |
|
|
2013
Q4 | $246K | Hold |
3,276
| – | – | 0.18% | 45 |
|
|
2013
Q3 | $224K | Sell |
3,276
-2
| -0.1% | -$137 | 0.17% | 41 |
|
|
2013
Q2 | $202K | Buy |
+3,278
| New | +$202K | 0.16% | 44 |
|