EFS
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Essex Financial Services’s The Mosaic Company MOS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-4,956
Closed -$227K 497
2023
Q1
$227K Sell
4,956
-1,904
-28% -$87.4K 0.02% 443
2022
Q4
$300K Sell
6,860
-3,415
-33% -$149K 0.03% 361
2022
Q3
$497K Sell
10,275
-4,795
-32% -$232K 0.06% 254
2022
Q2
$712K Sell
15,070
-7,966
-35% -$376K 0.08% 221
2022
Q1
$1.53M Buy
23,036
+13,923
+153% +$926K 0.15% 145
2021
Q4
$358K Buy
+9,113
New +$358K 0.04% 336