Core Wealth Advisors’s The Mosaic Company MOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-383
| Closed | -$12.4K | – | 168 |
|
|
2024
Q1 | $12.4K | Sell |
383
-2,000
| -84% | -$64.9K | ﹤0.01% | 174 |
|
|
2023
Q4 | $85.1K | Hold |
2,383
| – | – | 0.03% | 72 |
|
|
2023
Q3 | $84.8K | Hold |
2,383
| – | – | 0.03% | 65 |
|
|
2023
Q2 | $83.4K | Hold |
2,383
| – | – | 0.03% | 70 |
|
|
2023
Q1 | $109K | Hold |
2,383
| – | – | 0.04% | 61 |
|
|
2022
Q4 | $105K | Hold |
2,383
| – | – | 0.05% | 58 |
|
|
2022
Q3 | $115K | Buy |
2,383
+383
| +19% | +$18.5K | 0.07% | 46 |
|
|
2022
Q2 | $94K | Hold |
2,000
| – | – | 0.06% | 52 |
|
|
2022
Q1 | $133K | Hold |
2,000
| – | – | 0.07% | 46 |
|
|
2021
Q4 | $79K | Hold |
2,000
| – | – | 0.05% | 67 |
|
|
2021
Q3 | $71K | Buy |
+2,000
| New | +$71K | 0.05% | 70 |
|