Mosaic Financial Partners’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $275K | Hold |
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|
2018
Q1 | $267K | Sell |
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|
2017
Q4 | $309K | Sell |
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|
2017
Q3 | $326K | Hold |
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|
2017
Q2 | $326K | Hold |
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|
2017
Q1 | $323K | Hold |
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|
2016
Q4 | $312K | Hold |
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|
2016
Q3 | $309K | Sell |
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|
2016
Q2 | $322K | Sell |
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|
2016
Q1 | $345K | Buy |
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|
2015
Q4 | $349K | Sell |
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|
2015
Q3 | $359K | Buy |
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|
2015
Q2 | $370K | Buy |
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|
2015
Q1 | $364K | Sell |
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|
2014
Q4 | $654K | Sell |
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|
2014
Q3 | $710K | Sell |
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|
2014
Q2 | $736K | Buy |
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|
2014
Q1 | $724K | Sell |
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|
2013
Q4 | $1.22M | Sell |
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|
2013
Q3 | $1.39M | Sell |
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|
2013
Q2 | $1.62M | Buy |
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