Curi Wealth Management’s The Mosaic Company MOS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-1,314
| Closed | -$62K | – | 503 |
|
2022
Q2 | $62K | Hold |
1,314
| – | – | 0.01% | 211 |
|
2022
Q1 | $87K | Buy |
1,314
+1,300
| +9,286% | +$86.1K | 0.02% | 169 |
|
2021
Q4 | $0 | Buy |
+14
| New | – | ﹤0.01% | 561 |
|
2021
Q1 | – | Sell |
-14
| Closed | – | – | 337 |
|
2020
Q4 | $0 | Buy |
+14
| New | – | ﹤0.01% | 473 |
|