M Holdings Securities’s The Mosaic Company MOS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | $401K | Sell |
12,578
-300
| -2% | -$9.56K | 0.04% | 200 |
|
2021
Q1 | $407K | Buy |
+12,878
| New | +$407K | 0.04% | 329 |
|
2015
Q3 | – | Sell |
-4,359
| Closed | -$204K | – | 197 |
|
2015
Q2 | $204K | Sell |
4,359
-19
| -0.4% | -$889 | 0.14% | 173 |
|
2015
Q1 | $202K | Hold |
4,378
| – | – | 0.13% | 171 |
|
2014
Q4 | $200K | Sell |
4,378
-172
| -4% | -$7.86K | 0.13% | 172 |
|
2014
Q3 | $193K | Buy |
4,550
+200
| +5% | +$8.48K | 0.11% | 181 |
|
2014
Q2 | $215K | Hold |
4,350
| – | – | 0.14% | 169 |
|
2014
Q1 | $218K | Buy |
+4,350
| New | +$218K | 0.23% | 121 |
|