CWM
Cedar Wealth Management’s The Mosaic Company MOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-5,353
| Closed | -$171K | – | 274 |
|
|
2021
Q2 | $171K | Sell |
5,353
-8,875
| -62% | -$284K | 0.08% | 112 |
|
|
2021
Q1 | $450K | Sell |
14,228
-3,867
| -21% | -$122K | 0.22% | 76 |
|
|
2020
Q4 | $416K | Sell |
18,095
-9,146
| -34% | -$210K | 0.22% | 70 |
|
|
2020
Q3 | $498K | Buy |
27,241
+250
| +0.9% | +$4.57K | 0.31% | 55 |
|
|
2020
Q2 | $338K | Hold |
26,991
| – | – | 0.23% | 60 |
|
|
2020
Q1 | $292K | Buy |
26,991
+10,124
| +60% | +$110K | 0.2% | 62 |
|
|
2019
Q4 | $365K | Sell |
16,867
-3,488
| -17% | -$75.5K | 0.22% | 51 |
|
|
2019
Q3 | $417K | Buy |
20,355
+4,095
| +25% | +$83.9K | 0.28% | 37 |
|
|
2019
Q2 | $407K | Sell |
16,260
-287
| -2% | -$7.18K | 0.26% | 31 |
|
|
2019
Q1 | $452K | Sell |
16,547
-1,240
| -7% | -$33.9K | 0.28% | 29 |
|
|
2018
Q4 | $520K | Sell |
17,787
-40
| -0.2% | -$1.17K | 0.37% | 25 |
|
|
2018
Q3 | $579K | Buy |
17,827
+8,138
| +84% | +$264K | 0.3% | 27 |
|
|
2018
Q2 | $272K | Hold |
9,689
| – | – | 0.15% | 39 |
|
|
2018
Q1 | $235K | Buy |
9,689
+4,325
| +81% | +$105K | 0.15% | 42 |
|
|
2017
Q4 | $138K | Buy |
5,364
+3,554
| +196% | +$91.4K | 0.08% | 68 |
|
|
2017
Q3 | $39K | Buy |
+1,810
| New | +$39K | 0.02% | 91 |
|