Berman Capital Advisors’s The Mosaic Company MOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $56K | Buy |
1,587
+724
| +84% | +$25.5K | 0.01% | 630 |
|
|
2021
Q2 | $26K | Buy |
863
+517
| +149% | +$15.6K | ﹤0.01% | 811 |
|
|
2021
Q1 | $10K | Buy |
346
+92
| +36% | +$2.66K | ﹤0.01% | 1032 |
|
|
2020
Q4 | $5K | Buy |
254
+135
| +113% | +$2.66K | ﹤0.01% | 1157 |
|
|
2020
Q3 | $2K | Sell |
119
-10
| -8% | -$168 | ﹤0.01% | 1314 |
|
|
2020
Q2 | $1K | Sell |
129
-263
| -67% | -$2.04K | ﹤0.01% | 1457 |
|
|
2020
Q1 | $4K | Buy |
392
+154
| +65% | +$1.57K | ﹤0.01% | 952 |
|
|
2019
Q4 | $5K | Sell |
238
-4,100
| -95% | -$86.1K | ﹤0.01% | 984 |
|
|
2019
Q3 | $87K | Sell |
4,338
-402
| -8% | -$8.06K | 0.03% | 225 |
|
|
2019
Q2 | $117K | Buy |
4,740
+830
| +21% | +$20.5K | 0.04% | 189 |
|
|
2019
Q1 | $105K | Buy |
3,910
+2,500
| +177% | +$67.1K | 0.04% | 191 |
|
|
2018
Q4 | $39K | Buy |
+1,410
| New | +$39K | 0.02% | 280 |
|
|
2018
Q3 | – | Sell |
-8,893
| Closed | -$230K | – | 118 |
|
|
2018
Q2 | $230K | Hold |
8,893
| – | – | 0.08% | 102 |
|
|
2018
Q1 | $209K | Buy |
+8,893
| New | +$209K | 0.08% | 100 |
|