BerganKDV Wealth Management’s The Mosaic Company MOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-469
| Closed | -$21.5K | – | 997 |
|
|
2023
Q1 | $21.5K | Buy |
469
+3
| +0.6% | +$138 | ﹤0.01% | 510 |
|
|
2022
Q4 | $20.5K | Buy |
466
+1
| +0.2% | +$44 | ﹤0.01% | 491 |
|
|
2022
Q3 | $22K | Buy |
465
+1
| +0.2% | +$47 | ﹤0.01% | 481 |
|
|
2022
Q2 | $22K | Sell |
464
-36
| -7% | -$1.71K | ﹤0.01% | 486 |
|
|
2022
Q1 | $33K | Buy |
+500
| New | +$33K | ﹤0.01% | 446 |
|
|
2020
Q4 | – | Sell |
-34
| Closed | -$1K | – | 990 |
|
|
2020
Q3 | $1K | Hold |
34
| – | – | ﹤0.01% | 835 |
|
|
2020
Q2 | $0 | Buy |
+34
| New | – | ﹤0.01% | 1041 |
|