MFP
Mosaic Financial Partners’s SPDR Dow Jones International Real Estate ETF RWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-5,857
| Closed | -$230K | – | 45 |
|
|
2015
Q3 | $230K | Hold |
5,857
| – | – | 0.15% | 42 |
|
|
2015
Q2 | $245K | Hold |
5,857
| – | – | 0.17% | 45 |
|
|
2015
Q1 | $254K | Sell |
5,857
-233
| -4% | -$10.1K | 0.17% | 45 |
|
|
2014
Q4 | $253K | Hold |
6,090
| – | – | 0.17% | 44 |
|
|
2014
Q3 | $252K | Hold |
6,090
| – | – | 0.18% | 43 |
|
|
2014
Q2 | $269K | Sell |
6,090
-90
| -1% | -$3.98K | 0.18% | 43 |
|
|
2014
Q1 | $254K | Sell |
6,180
-255
| -4% | -$10.5K | 0.18% | 43 |
|
|
2013
Q4 | $265K | Buy |
+6,435
| New | +$265K | 0.19% | 43 |
|
|
2013
Q3 | – | Sell |
-6,435
| Closed | -$256K | – | 46 |
|
|
2013
Q2 | $256K | Buy |
+6,435
| New | +$256K | 0.2% | 40 |
|