Mosaic Financial Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $3.59M | Sell |
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2018
Q1 | $3.62M | Buy |
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|
2017
Q4 | $312K | Sell |
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|
2017
Q3 | $3.94M | Sell |
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|
2017
Q2 | $3.97M | Sell |
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|
2017
Q1 | $3.97M | Sell |
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|
2016
Q4 | $4.06M | Sell |
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|
2016
Q3 | $4.15M | Sell |
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|
2016
Q2 | $4.34M | Sell |
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|
2016
Q1 | $5.1M | Sell |
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|
2015
Q4 | $5.25M | Sell |
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|
2015
Q3 | $5.28M | Buy |
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|
2015
Q2 | $5.79M | Sell |
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|
2015
Q1 | $6M | Sell |
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|
2014
Q4 | $6.27M | Sell |
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|
2014
Q3 | $6.65M | Sell |
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|
2014
Q2 | $6.94M | Sell |
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|
2014
Q1 | $7.84M | Sell |
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|
2013
Q4 | $7.96M | Sell |
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|
2013
Q3 | $7.53M | Sell |
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|
2013
Q2 | $8.6M | Buy |
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