MFP
Mosaic Financial Partners’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-17,723
| Closed | -$757K | – | 52 |
|
|
2015
Q2 | $757K | Sell |
17,723
-6,154
| -26% | -$263K | 0.52% | 36 |
|
|
2015
Q1 | $1.06M | Sell |
23,877
-19,739
| -45% | -$874K | 0.72% | 33 |
|
|
2014
Q4 | $1.9M | Buy |
43,616
+615
| +1% | +$26.8K | 1.29% | 27 |
|
|
2014
Q3 | $1.88M | Buy |
43,001
+32,589
| +313% | +$1.42M | 1.32% | 23 |
|
|
2014
Q2 | $435K | Buy |
+10,412
| New | +$435K | 0.3% | 37 |
|