Lee Financial’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
Q1 | – | Sell |
-168
| Closed | -$6K | – | 571 |
|
|
2023
Q4 | $6K | Buy |
168
+105
| +167% | +$3.75K | ﹤0.01% | 510 |
|
|
2023
Q3 | $2.24K | Hold |
63
| – | – | ﹤0.01% | 658 |
|
|
2023
Q2 | $2.21K | Hold |
63
| – | – | ﹤0.01% | 639 |
|
|
2023
Q1 | $2.89K | Sell |
63
-3
| -5% | -$138 | ﹤0.01% | 603 |
|
|
2022
Q4 | $2.9K | Sell |
66
-67
| -50% | -$2.94K | ﹤0.01% | 626 |
|
|
2022
Q3 | $6K | Buy |
133
+5
| +4% | +$226 | ﹤0.01% | 512 |
|
|
2022
Q2 | $6K | Hold |
128
| – | – | ﹤0.01% | 533 |
|
|
2022
Q1 | $9K | Buy |
128
+65
| +103% | +$4.57K | ﹤0.01% | 451 |
|
|
2021
Q4 | $2K | Buy |
+63
| New | +$2K | ﹤0.01% | 760 |
|