Independent Advisor Alliance’s The Mosaic Company MOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-23,766
| Closed | -$687K | – | 746 |
|
|
2024
Q2 | $687K | Sell |
23,766
-16,007
| -40% | -$463K | 0.02% | 394 |
|
|
2024
Q1 | $1.29M | Sell |
39,773
-231
| -0.6% | -$7.5K | 0.05% | 282 |
|
|
2023
Q4 | $1.43M | Buy |
+40,004
| New | +$1.43M | 0.05% | 259 |
|
|
2021
Q4 | – | Sell |
-97,267
| Closed | -$3.48M | – | 698 |
|
|
2021
Q3 | $3.48M | Buy |
97,267
+86,030
| +766% | +$3.07M | 0.19% | 109 |
|
|
2021
Q2 | $358K | Sell |
11,237
-31,575
| -74% | -$1.01M | 0.02% | 471 |
|
|
2021
Q1 | $1.35M | Buy |
+42,812
| New | +$1.35M | 0.08% | 201 |
|