CRWM
Castle Rock Wealth Management’s The Mosaic Company MOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-9,180
| Closed | -$716K | – | 238 |
|
|
2022
Q1 | $716K | Buy |
9,180
+1,701
| +23% | +$133K | 0.33% | 83 |
|
|
2021
Q4 | $294K | Buy |
7,479
+30
| +0.4% | +$1.18K | 0.12% | 193 |
|
|
2021
Q3 | $281K | Buy |
7,449
+36
| +0.5% | +$1.36K | 0.1% | 213 |
|
|
2021
Q2 | $249K | Buy |
+7,413
| New | +$249K | 0.09% | 226 |
|