Financial Architects (New Jersey)’s The Mosaic Company MOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-100
| Closed | -$1K | – | 565 |
|
|
2020
Q2 | $1K | Hold |
100
| – | – | ﹤0.01% | 825 |
|
|
2020
Q1 | $1K | Hold |
100
| – | – | ﹤0.01% | 814 |
|
|
2019
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 838 |
|
|
2019
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 911 |
|
|
2019
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 1057 |
|
|
2019
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 1289 |
|
|
2018
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 1196 |
|
|
2018
Q3 | $3K | Sell |
100
-219
| -69% | -$6.6K | ﹤0.01% | 1294 |
|
|
2018
Q2 | $9K | Sell |
319
-250
| -44% | -$6.79K | ﹤0.01% | 1017 |
|
|
2018
Q1 | $13K | Buy |
569
+64
| +13% | +$1.68K | ﹤0.01% | 1001 |
|
|
2017
Q4 | $13K | Buy |
505
+105
| +26% | +$2.41K | ﹤0.01% | 1074 |
|
|
2017
Q3 | $8K | Hold |
400
| – | – | ﹤0.01% | 1184 |
|
|
2017
Q2 | $9K | Sell |
400
-827
| -67% | -$20.3K | ﹤0.01% | 1167 |
|
|
2017
Q1 | $36K | Buy |
1,227
+500
| +69% | +$15.4K | 0.01% | 755 |
|
|
2016
Q4 | $22K | Hold |
727
| – | – | 0.01% | 817 |
|
|
2016
Q3 | $17K | Sell |
727
-173
| -19% | -$4.72K | ﹤0.01% | 876 |
|
|
2016
Q2 | $24K | Buy |
900
+800
| +800% | +$21.2K | 0.01% | 732 |
|
|
2016
Q1 | $3K | Buy |
+100
| New | +$2.61K | ﹤0.01% | 983 |
|
|
2015
Q3 | – | Sell |
-116
| Closed | -$5K | – | 645 |
|
|
2015
Q2 | $5K | Hold |
116
| – | – | ﹤0.01% | 960 |
|
|
2015
Q1 | $5K | Sell |
116
-50
| -30% | -$2.44K | ﹤0.01% | 883 |
|
|
2014
Q4 | $8K | Buy |
166
+16
| +11% | +$709 | ﹤0.01% | 719 |
|
|
2014
Q3 | $7K | Hold |
150
| – | – | ﹤0.01% | 686 |
|
|
2014
Q2 | $7K | Buy |
+150
| New | +$7.39K | ﹤0.01% | 717 |
|
|
2013
Q4 | – | Sell |
-150
| Closed | -$6K | – | 398 |
|
|
2013
Q3 | $6K | Hold |
150
| – | – | ﹤0.01% | 549 |
|
|
2013
Q2 | $8K | Buy |
+150
| New | +$8.93K | 0.01% | 496 |
|
Other funds holding MOS
SPC
