HWMA
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Heritage Wealth Management (Arizona)’s The Mosaic Company MOS Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio MOS Stock Details MOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$26.3K Buy
600
+300
+100% +$14.9K ﹤0.01% 612
2022
Q3 		$14K Hold
300
– – ﹤0.01% 601
2022
Q2 		$14.2K Hold
300
– – ﹤0.01% 608
2022
Q1 		$20K Buy
+300
New +$15K 0.01% 601
2021
Q3 		$11K Hold
300
– – ﹤0.01% 641
2021
Q2 		$10K Hold
300
– – ﹤0.01% 661
2021
Q1 		$9K Buy
+300
New +$8.85K 0.01% 590

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