APP
Avantax Planning Partners’s The Mosaic Company MOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,417
| Closed | -$203K | – | 382 |
|
|
2023
Q1 | $203K | Buy |
+4,417
| New | +$203K | 0.01% | 357 |
|
|
2022
Q4 | – | Sell |
-4,356
| Closed | -$211K | – | 373 |
|
|
2022
Q3 | $211K | Sell |
4,356
-1,637
| -27% | -$79.3K | 0.01% | 323 |
|
|
2022
Q2 | $283K | Sell |
5,993
-3,840
| -39% | -$181K | 0.01% | 279 |
|
|
2022
Q1 | $654K | Hold |
9,833
| – | – | 0.03% | 201 |
|
|
2021
Q4 | $386K | Hold |
9,833
| – | – | 0.02% | 239 |
|
|
2021
Q3 | $351K | Sell |
9,833
-125
| -1% | -$4.46K | 0.02% | 234 |
|
|
2021
Q2 | $318K | Buy |
9,958
+800
| +9% | +$25.5K | 0.01% | 250 |
|
|
2021
Q1 | $289K | Sell |
9,158
-1,581
| -15% | -$49.9K | 0.01% | 248 |
|
|
2020
Q4 | $247K | Sell |
10,739
-2,999
| -22% | -$69K | 0.01% | 249 |
|
|
2020
Q3 | $251K | Buy |
13,738
+960
| +8% | +$17.5K | 0.01% | 253 |
|
|
2020
Q2 | $160K | Sell |
12,778
-2,248
| -15% | -$28.1K | 0.01% | 270 |
|
|
2020
Q1 | $163K | Buy |
+15,026
| New | +$163K | 0.01% | 261 |
|
|
2019
Q2 | – | Sell |
-8,262
| Closed | -$226K | – | 302 |
|
|
2019
Q1 | $226K | Sell |
8,262
-2
| -0% | -$55 | 0.02% | 265 |
|
|
2018
Q4 | $241K | Buy |
8,264
+7,153
| +644% | +$209K | 0.02% | 230 |
|
|
2018
Q3 | $36K | Buy |
+1,111
| New | +$36K | ﹤0.01% | 560 |
|
|
2018
Q2 | – | Sell |
-9,788
| Closed | -$238K | – | 981 |
|
|
2018
Q1 | $238K | Sell |
9,788
-731
| -7% | -$17.8K | 0.02% | 271 |
|
|
2017
Q4 | $270K | Sell |
10,519
-3,496
| -25% | -$89.7K | 0.02% | 241 |
|
|
2017
Q3 | $303K | Buy |
+14,015
| New | +$303K | 0.02% | 268 |
|
|
2017
Q2 | – | Sell |
-7,955
| Closed | -$232K | – | 344 |
|
|
2017
Q1 | $232K | Hold |
7,955
| – | – | 0.02% | 290 |
|
|
2016
Q4 | $233K | Buy |
+7,955
| New | +$233K | 0.02% | 271 |
|