HWP
Hefty Wealth Partners’s The Mosaic Company MOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-522
| Closed | -$11K | – | 262 |
|
|
2017
Q2 | $11K | Hold |
522
| – | – | 0.01% | 165 |
|
|
2017
Q1 | $15K | Sell |
522
-20,324
| -97% | -$584K | 0.01% | 158 |
|
|
2016
Q4 | $611K | Buy |
20,846
+779
| +4% | +$22.8K | 0.51% | 56 |
|
|
2016
Q3 | $490K | Sell |
20,067
-9,105
| -31% | -$222K | 0.37% | 73 |
|
|
2016
Q2 | $763K | Buy |
29,172
+2,707
| +10% | +$70.8K | 0.63% | 61 |
|
|
2016
Q1 | $714K | Buy |
+26,465
| New | +$714K | 0.67% | 60 |
|