AA
Apriem Advisors’s The Mosaic Company MOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-100
| Closed | -$3K | – | 384 |
|
|
2017
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 556 |
|
|
2016
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 586 |
|
|
2016
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 543 |
|
|
2016
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 513 |
|
|
2016
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 500 |
|
|
2015
Q4 | $3K | Sell |
100
-20,065
| -100% | -$602K | ﹤0.01% | 480 |
|
|
2015
Q3 | $627K | Sell |
20,165
-20,165
| -50% | -$627K | 0.23% | 62 |
|
|
2015
Q2 | $1.89M | Sell |
40,330
-1,000
| -2% | -$46.8K | 0.65% | 44 |
|
|
2015
Q1 | $1.9M | Sell |
41,330
-225
| -0.5% | -$10.4K | 0.66% | 48 |
|
|
2014
Q4 | $1.9M | Sell |
41,555
-2,504
| -6% | -$114K | 0.7% | 45 |
|
|
2014
Q3 | $1.96M | Hold |
44,059
| – | – | 0.75% | 47 |
|
|
2014
Q2 | $2.18M | Buy |
44,059
+6,675
| +18% | +$330K | 0.83% | 41 |
|
|
2014
Q1 | $1.87M | Buy |
37,384
+1,100
| +3% | +$55K | 0.71% | 46 |
|
|
2013
Q4 | $1.72M | Buy |
36,284
+4,825
| +15% | +$228K | 0.67% | 47 |
|
|
2013
Q3 | $1.35M | Buy |
31,459
+9,316
| +42% | +$401K | 0.59% | 48 |
|
|
2013
Q2 | $1.19M | Buy |
+22,143
| New | +$1.19M | 0.58% | 47 |
|