Mosaic Financial Partners’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $1.66M | Hold |
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2018
Q1 | $1.61M | Hold |
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|
2017
Q4 | $1.63M | Hold |
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|
2017
Q3 | $1.54M | Hold |
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|
2017
Q2 | $1.48M | Buy |
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|
2017
Q1 | $1.14M | Sell |
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|
2016
Q4 | $1.31M | Hold |
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|
2016
Q3 | $1.26M | Hold |
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|
2016
Q2 | $1.22M | Hold |
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|
2016
Q1 | $1.2M | Hold |
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|
2015
Q4 | $1.19M | Sell |
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|
2015
Q3 | $1.15M | Hold |
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|
2015
Q2 | $1.23M | Hold |
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|
2015
Q1 | $1.23M | Hold |
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|
2014
Q4 | $1.23M | Sell |
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|
2014
Q3 | $1.3M | Hold |
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|
2014
Q2 | $1.29M | Hold |
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|
2014
Q1 | $1.23M | Buy |
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|
2013
Q4 | $1.03M | Hold |
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|
2013
Q3 | $939K | Hold |
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|
2013
Q2 | $896K | Buy |
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