KWM
Keebeck Wealth Management’s The Mosaic Company MOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-25,038
| Closed | -$671K | – | 291 |
|
|
2024
Q3 | $671K | Sell |
25,038
-288
| -1% | -$7.71K | 0.1% | 149 |
|
|
2024
Q2 | $732K | Buy |
25,326
+10,288
| +68% | +$297K | 0.11% | 146 |
|
|
2024
Q1 | $488K | Sell |
15,038
-612
| -4% | -$19.9K | 0.07% | 191 |
|
|
2023
Q4 | $559K | Buy |
15,650
+142
| +0.9% | +$5.07K | 0.09% | 169 |
|
|
2023
Q3 | $552K | Hold |
15,508
| – | – | 0.1% | 161 |
|
|
2023
Q2 | $543K | Buy |
+15,508
| New | +$543K | 0.07% | 172 |
|