Kingsview Wealth Management’s The Mosaic Company MOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-62,275
| Closed | -$1.8M | – | 1134 |
|
|
2024
Q2 | $1.8M | Buy |
62,275
+7,575
| +14% | +$219K | 0.04% | 376 |
|
|
2024
Q1 | $1.78M | Buy |
+54,700
| New | +$1.78M | 0.04% | 367 |
|
|
2023
Q4 | – | Sell |
-75,775
| Closed | -$2.7M | – | 998 |
|
|
2023
Q3 | $2.7M | Buy |
+75,775
| New | +$2.7M | 0.1% | 225 |
|
|
2022
Q2 | – | Sell |
-13,997
| Closed | -$931K | – | 881 |
|
|
2022
Q1 | $931K | Buy |
13,997
+6,018
| +75% | +$400K | 0.04% | 418 |
|
|
2021
Q4 | $313K | Buy |
+7,979
| New | +$313K | 0.01% | 703 |
|