BWP
Baldwin Wealth Partners’s The Mosaic Company MOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-500
| Closed | -$24K | – | 805 |
|
|
2022
Q3 | $24K | Sell |
500
-1,000
| -67% | -$48K | ﹤0.01% | 430 |
|
|
2022
Q2 | $71K | Hold |
1,500
| – | – | 0.01% | 297 |
|
|
2022
Q1 | $100K | Buy |
+1,500
| New | +$100K | 0.01% | 273 |
|
|
2018
Q3 | – | Sell |
-2,000
| Closed | -$56K | – | 535 |
|
|
2018
Q2 | $56K | Buy |
2,000
+1,000
| +100% | +$28K | 0.01% | 304 |
|
|
2018
Q1 | $24K | Hold |
1,000
| – | – | ﹤0.01% | 366 |
|
|
2017
Q4 | $26K | Buy |
+1,000
| New | +$26K | ﹤0.01% | 348 |
|
|
2017
Q1 | – | Sell |
-194
| Closed | -$6K | – | 522 |
|
|
2016
Q4 | $6K | Hold |
194
| – | – | ﹤0.01% | 462 |
|
|
2016
Q3 | $5K | Hold |
194
| – | – | ﹤0.01% | 490 |
|
|
2016
Q2 | $5K | Buy |
+194
| New | +$5K | ﹤0.01% | 427 |
|