MFP
Mosaic Financial Partners’s Schwab International Equity ETF SCHF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $829K | Hold |
25,086
| – | – | 0.54% | 30 |
|
|
2018
Q1 | $845K | Sell |
25,086
-15,233
| -38% | -$513K | 0.51% | 33 |
|
|
2017
Q4 | $1.37M | Hold |
40,319
| – | – | 0.79% | 30 |
|
|
2017
Q3 | $1.35M | Hold |
40,319
| – | – | 0.83% | 27 |
|
|
2017
Q2 | $1.28M | Sell |
40,319
-1,513
| -4% | -$48.1K | 0.8% | 27 |
|
|
2017
Q1 | $1.25M | Sell |
41,832
-1,188
| -3% | -$35.5K | 0.79% | 26 |
|
|
2016
Q4 | $1.19M | Sell |
43,020
-1,341
| -3% | -$37.1K | 0.76% | 27 |
|
|
2016
Q3 | $1.28M | Sell |
44,361
-1,686
| -4% | -$48.5K | 0.78% | 27 |
|
|
2016
Q2 | $1.25M | Sell |
46,047
-26,155
| -36% | -$709K | 0.77% | 28 |
|
|
2016
Q1 | $1.96M | Buy |
72,202
+459
| +0.6% | +$12.4K | 1.25% | 27 |
|
|
2015
Q4 | $1.98M | Sell |
71,743
-28,829
| -29% | -$794K | 1.27% | 27 |
|
|
2015
Q3 | $2.75M | Sell |
100,572
-2,339
| -2% | -$64K | 1.76% | 20 |
|
|
2015
Q2 | $3.14M | Sell |
102,911
-2,726
| -3% | -$83.1K | 2.16% | 17 |
|
|
2015
Q1 | $3.19M | Sell |
105,637
-884
| -0.8% | -$26.7K | 2.18% | 17 |
|
|
2014
Q4 | $3.08M | Hold |
106,521
| – | – | 2.09% | 18 |
|
|
2014
Q3 | $3.3M | Sell |
106,521
-16,657
| -14% | -$517K | 2.33% | 14 |
|
|
2014
Q2 | $4.06M | Hold |
123,178
| – | – | 2.78% | 14 |
|
|
2014
Q1 | $3.88M | Sell |
123,178
-1,463
| -1% | -$46.1K | 2.77% | 15 |
|
|
2013
Q4 | $3.93M | Hold |
124,641
| – | – | 2.87% | 13 |
|
|
2013
Q3 | $3.79M | Sell |
124,641
-9,843
| -7% | -$299K | 2.94% | 12 |
|
|
2013
Q2 | $3.66M | Buy |
+134,484
| New | +$3.66M | 2.86% | 12 |
|