CFSG
Clark Financial Services Group’s The Mosaic Company MOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-11,653
| Closed | -$378K | – | 65 |
|
|
2024
Q1 | $378K | Sell |
11,653
-4,053
| -26% | -$131K | 0.46% | 32 |
|
|
2023
Q4 | $561K | Sell |
15,706
-16
| -0.1% | -$572 | 0.72% | 24 |
|
|
2023
Q3 | $560K | Sell |
15,722
-313
| -2% | -$11.1K | 0.77% | 24 |
|
|
2023
Q2 | $561K | Buy |
16,035
+130
| +0.8% | +$4.55K | 0.76% | 24 |
|
|
2023
Q1 | $730K | Sell |
15,905
-14
| -0.1% | -$643 | 1.08% | 14 |
|
|
2022
Q4 | $698K | Buy |
15,919
+281
| +2% | +$12.3K | 0.8% | 19 |
|
|
2022
Q3 | $756K | Buy |
+15,638
| New | +$756K | 0.8% | 18 |
|
|
2022
Q1 | $1.02M | Sell |
15,351
-437
| -3% | -$29.1K | 0.75% | 20 |
|
|
2021
Q4 | $620K | Buy |
15,788
+318
| +2% | +$12.5K | 0.42% | 31 |
|
|
2021
Q3 | $553K | Buy |
+15,470
| New | +$553K | 0.43% | 29 |
|
|
2020
Q2 | $735K | Buy |
+15,566
| New | +$735K | 1.14% | 16 |
|