DRS
Deane Retirement Strategies’s The Mosaic Company MOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-50,998
| Closed | -$2.34M | – | 68 |
|
|
2023
Q1 | $2.34M | Buy |
50,998
+59
| +0.1% | +$2.71K | 1.29% | 22 |
|
|
2022
Q4 | $2.23M | Sell |
50,939
-167
| -0.3% | -$7.33K | 1.25% | 20 |
|
|
2022
Q3 | $2.47M | Buy |
+51,106
| New | +$2.47M | 1.52% | 12 |
|
|
2019
Q3 | – | Sell |
-196
| Closed | -$5K | – | 55 |
|
|
2019
Q2 | $5K | Hold |
196
| – | – | ﹤0.01% | 41 |
|
|
2019
Q1 | $5K | Sell |
196
-63,957
| -100% | -$1.63M | ﹤0.01% | 42 |
|
|
2018
Q4 | $1.87M | Sell |
64,153
-195
| -0.3% | -$5.7K | 1.7% | 21 |
|
|
2018
Q3 | $2.09M | Buy |
64,348
+3,218
| +5% | +$105K | 1.89% | 17 |
|
|
2018
Q2 | $1.72M | Buy |
61,130
+1,931
| +3% | +$54.2K | 1.63% | 28 |
|
|
2018
Q1 | $1.44M | Buy |
+59,199
| New | +$1.44M | 1.47% | 29 |
|
|
2017
Q4 | – | Sell |
-54,551
| Closed | -$1.18M | – | 66 |
|
|
2017
Q3 | $1.18M | Buy |
+54,551
| New | +$1.18M | 1.14% | 37 |
|
|
2017
Q1 | – | Sell |
-120,751
| Closed | -$3.54M | – | 57 |
|
|
2016
Q4 | $3.54M | Buy |
+120,751
| New | +$3.54M | 3.16% | 10 |
|