EWM
Evercore Wealth Management’s The Mosaic Company MOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-400
| Closed | -$11K | – | 630 |
|
|
2017
Q4 | $11K | Hold |
400
| – | – | ﹤0.01% | 802 |
|
|
2017
Q3 | $8K | Hold |
400
| – | – | ﹤0.01% | 809 |
|
|
2017
Q2 | $9K | Buy |
400
+300
| +300% | +$6.75K | ﹤0.01% | 835 |
|
|
2017
Q1 | $3K | Sell |
100
-24
| -19% | -$720 | ﹤0.01% | 929 |
|
|
2016
Q4 | $4K | Sell |
124
-359
| -74% | -$11.6K | ﹤0.01% | 907 |
|
|
2016
Q3 | $11K | Sell |
483
-100
| -17% | -$2.28K | ﹤0.01% | 862 |
|
|
2016
Q2 | $15K | Sell |
583
-224
| -28% | -$5.76K | ﹤0.01% | 799 |
|
|
2016
Q1 | $21K | Sell |
807
-1,669
| -67% | -$43.4K | ﹤0.01% | 714 |
|
|
2015
Q4 | $69K | Buy |
2,476
+2,276
| +1,138% | +$63.4K | ﹤0.01% | 537 |
|
|
2015
Q3 | $6K | Hold |
200
| – | – | ﹤0.01% | 876 |
|
|
2015
Q2 | $10K | Hold |
200
| – | – | ﹤0.01% | 909 |
|
|
2015
Q1 | $10K | Hold |
200
| – | – | ﹤0.01% | 863 |
|
|
2014
Q4 | $10K | Hold |
200
| – | – | ﹤0.01% | 742 |
|
|
2014
Q3 | $8K | Hold |
200
| – | – | ﹤0.01% | 832 |
|
|
2014
Q2 | $10K | Sell |
200
-100
| -33% | -$5K | ﹤0.01% | 837 |
|
|
2014
Q1 | $15K | Buy |
+300
| New | +$15K | ﹤0.01% | 781 |
|