MFP
Mosaic Financial Partners’s SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $638K | Hold |
13,271
| – | – | 0.42% | 33 |
|
|
2018
Q1 | $614K | Sell |
13,271
-24,543
| -65% | -$1.14M | 0.37% | 36 |
|
|
2017
Q4 | $1.85M | Sell |
37,814
-52,796
| -58% | -$2.58M | 1.06% | 26 |
|
|
2017
Q3 | $4.33M | Buy |
90,610
+2,059
| +2% | +$98.3K | 2.67% | 13 |
|
|
2017
Q2 | $4.22M | Buy |
88,551
+4,826
| +6% | +$230K | 2.64% | 13 |
|
|
2017
Q1 | $3.94M | Sell |
83,725
-86
| -0.1% | -$4.05K | 2.49% | 16 |
|
|
2016
Q4 | $3.93M | Buy |
83,811
+31,962
| +62% | +$1.5M | 2.52% | 14 |
|
|
2016
Q3 | $2.58M | Sell |
51,849
-8,666
| -14% | -$432K | 1.57% | 18 |
|
|
2016
Q2 | $3.05M | Buy |
60,515
+4,821
| +9% | +$243K | 1.88% | 18 |
|
|
2016
Q1 | $2.73M | Sell |
55,694
-10,167
| -15% | -$498K | 1.74% | 19 |
|
|
2015
Q4 | $3.08M | Sell |
65,861
-3,170
| -5% | -$148K | 1.98% | 18 |
|
|
2015
Q3 | $3.12M | Buy |
69,031
+40,477
| +142% | +$1.83M | 1.99% | 18 |
|
|
2015
Q2 | $1.31M | Buy |
28,554
+4,588
| +19% | +$210K | 0.9% | 27 |
|
|
2015
Q1 | $1.19M | Buy |
23,966
+3,350
| +16% | +$166K | 0.81% | 30 |
|
|
2014
Q4 | $984K | Buy |
20,616
+4,781
| +30% | +$228K | 0.67% | 34 |
|
|
2014
Q3 | $702K | Buy |
15,835
+1,106
| +8% | +$49K | 0.49% | 36 |
|
|
2014
Q2 | $687K | Hold |
14,729
| – | – | 0.47% | 34 |
|
|
2014
Q1 | $643K | Buy |
14,729
+1
| +0% | +$44 | 0.46% | 34 |
|
|
2013
Q4 | $611K | Hold |
14,728
| – | – | 0.45% | 36 |
|
|
2013
Q3 | $622K | Buy |
14,728
+55
| +0.4% | +$2.32K | 0.48% | 36 |
|
|
2013
Q2 | $617K | Buy |
+14,673
| New | +$617K | 0.48% | 34 |
|