MFP
Mosaic Financial Partners’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $2.86M | Buy |
52,019
+3,888
| +8% | +$213K | 1.87% | 20 |
|
|
2018
Q1 | $2.64M | Sell |
48,131
-5,671
| -11% | -$311K | 1.6% | 23 |
|
|
2017
Q4 | $2.98M | Buy |
53,802
+5,767
| +12% | +$320K | 1.71% | 19 |
|
|
2017
Q3 | $2.65M | Sell |
48,035
-2,416
| -5% | -$133K | 1.63% | 19 |
|
|
2017
Q2 | $2.78M | Sell |
50,451
-2,550
| -5% | -$140K | 1.73% | 19 |
|
|
2017
Q1 | $2.94M | Buy |
53,001
+6,188
| +13% | +$344K | 1.86% | 19 |
|
|
2016
Q4 | $2.57M | Buy |
46,813
+4,016
| +9% | +$220K | 1.64% | 19 |
|
|
2016
Q3 | $2.44M | Buy |
42,797
+1,057
| +3% | +$60.3K | 1.49% | 20 |
|
|
2016
Q2 | $2.36M | Buy |
41,740
+3,780
| +10% | +$213K | 1.45% | 21 |
|
|
2016
Q1 | $2.11M | Sell |
37,960
-3,886
| -9% | -$216K | 1.35% | 24 |
|
|
2015
Q4 | $2.22M | Buy |
41,846
+3,371
| +9% | +$179K | 1.43% | 23 |
|
|
2015
Q3 | $2.07M | Sell |
38,475
-188
| -0.5% | -$10.1K | 1.32% | 26 |
|
|
2015
Q2 | $2.1M | Buy |
38,663
+569
| +1% | +$30.8K | 1.44% | 24 |
|
|
2015
Q1 | $2.09M | Buy |
38,094
+2,548
| +7% | +$140K | 1.43% | 24 |
|
|
2014
Q4 | $1.93M | Buy |
35,546
+7,859
| +28% | +$426K | 1.31% | 26 |
|
|
2014
Q3 | $1.5M | Buy |
27,687
+17,715
| +178% | +$960K | 1.06% | 25 |
|
|
2014
Q2 | $555K | Buy |
+9,972
| New | +$555K | 0.38% | 36 |
|