CWM
CCG Wealth Management’s The Mosaic Company MOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7,119
| Closed | -$312K | – | 89 |
|
|
2022
Q4 | $312K | Sell |
7,119
-295
| -4% | -$12.9K | 0.17% | 62 |
|
|
2022
Q3 | $358K | Sell |
7,414
-323
| -4% | -$15.6K | 0.22% | 50 |
|
|
2022
Q2 | $365K | Hold |
7,737
| – | – | 0.21% | 56 |
|
|
2022
Q1 | $515K | Sell |
7,737
-25
| -0.3% | -$1.66K | 0.25% | 49 |
|
|
2021
Q4 | $305K | Hold |
7,762
| – | – | 0.16% | 59 |
|
|
2021
Q3 | $277K | Hold |
7,762
| – | – | 0.16% | 75 |
|
|
2021
Q2 | $248K | Sell |
7,762
-696
| -8% | -$22.2K | 0.19% | 61 |
|
|
2021
Q1 | $267K | Buy |
+8,458
| New | +$267K | 0.26% | 50 |
|