Financial Architects (New Jersey)’s The Mosaic Company MOS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-100
| Closed | -$1K | – | 564 |
|
2020
Q2 | $1K | Hold |
100
| – | – | ﹤0.01% | 824 |
|
2020
Q1 | $1K | Hold |
100
| – | – | ﹤0.01% | 813 |
|
2019
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 838 |
|
2019
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 895 |
|
2019
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 943 |
|
2019
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 1167 |
|
2018
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 1078 |
|
2018
Q3 | $3K | Sell |
100
-219
| -69% | -$6.57K | ﹤0.01% | 1150 |
|
2018
Q2 | $9K | Sell |
319
-250
| -44% | -$7.05K | ﹤0.01% | 1017 |
|
2018
Q1 | $13K | Buy |
569
+64
| +13% | +$1.46K | ﹤0.01% | 877 |
|
2017
Q4 | $13K | Buy |
505
+105
| +26% | +$2.7K | ﹤0.01% | 948 |
|
2017
Q3 | $8K | Hold |
400
| – | – | ﹤0.01% | 1087 |
|
2017
Q2 | $9K | Sell |
400
-827
| -67% | -$18.6K | ﹤0.01% | 1057 |
|
2017
Q1 | $36K | Buy |
1,227
+500
| +69% | +$14.7K | 0.01% | 678 |
|
2016
Q4 | $22K | Hold |
727
| – | – | 0.01% | 808 |
|
2016
Q3 | $17K | Sell |
727
-173
| -19% | -$4.05K | ﹤0.01% | 866 |
|
2016
Q2 | $24K | Buy |
900
+800
| +800% | +$21.3K | 0.01% | 725 |
|
2016
Q1 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 953 |
|
2015
Q3 | – | Sell |
-116
| Closed | -$5K | – | 620 |
|
2015
Q2 | $5K | Hold |
116
| – | – | ﹤0.01% | 932 |
|
2015
Q1 | $5K | Sell |
116
-50
| -30% | -$2.16K | ﹤0.01% | 866 |
|
2014
Q4 | $8K | Buy |
166
+16
| +11% | +$771 | ﹤0.01% | 707 |
|
2014
Q3 | $7K | Hold |
150
| – | – | ﹤0.01% | 677 |
|
2014
Q2 | $7K | Buy |
+150
| New | +$7K | ﹤0.01% | 702 |
|
2013
Q4 | – | Sell |
-150
| Closed | -$6K | – | 398 |
|
2013
Q3 | $6K | Hold |
150
| – | – | ﹤0.01% | 549 |
|
2013
Q2 | $8K | Buy |
+150
| New | +$8K | 0.01% | 496 |
|