FTDI
First Trust Direct Indexing’s The Mosaic Company MOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8,308
| Closed | -$381K | – | 733 |
|
|
2023
Q1 | $381K | Buy |
8,308
+3,503
| +73% | +$161K | 0.05% | 478 |
|
|
2022
Q4 | $211K | Sell |
4,805
-2,143
| -31% | -$94K | 0.03% | 616 |
|
|
2022
Q3 | $336K | Buy |
6,948
+193
| +3% | +$9.33K | 0.05% | 431 |
|
|
2022
Q2 | $319K | Buy |
6,755
+1,352
| +25% | +$63.8K | 0.04% | 455 |
|
|
2022
Q1 | $359K | Buy |
+5,403
| New | +$359K | 0.04% | 451 |
|