Kestra Private Wealth Services’s The Mosaic Company MOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,884
| Closed | -$270K | – | 1118 |
|
|
2023
Q1 | $270K | Buy |
+5,884
| New | +$270K | 0.01% | 825 |
|
|
2022
Q4 | – | Sell |
-4,873
| Closed | -$236K | – | 955 |
|
|
2022
Q3 | $236K | Sell |
4,873
-1,604
| -25% | -$77.7K | 0.01% | 724 |
|
|
2022
Q2 | $306K | Buy |
6,477
+783
| +14% | +$37K | 0.02% | 653 |
|
|
2022
Q1 | $379K | Buy |
+5,694
| New | +$379K | 0.02% | 670 |
|