Heritage Wealth Management (Arizona)’s The Mosaic Company MOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $26.3K | Buy |
600
+300
| +100% | +$13.2K | ﹤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 | +$20K | 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 | +$9K | 0.01% | 590 |
|