Caldwell Trust’s The Mosaic Company MOS Stock Holding History

Caldwell Trust’s Portfolio MOS Stock Details MOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-400
2023 Q3	$14.2K	Hold	400
2023 Q2	$14K	Hold	400
2023 Q1	$18.4K	Hold	400
2022 Q4	$17.5K	Buy	+400
2021 Q3	–	Sell	-500
2021 Q2	$16K	Buy	+500