MWAC
Mariner Wealth Advisors (Cincinnati)’s The Mosaic Company MOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-12,000
| Closed | -$337K | – | 299 |
|
|
2018
Q2 | $337K | Buy |
+12,000
| New | +$337K | 0.02% | 234 |
|
|
2015
Q1 | $436K | Sell |
9,464
-125
| -1% | -$5.76K | 0.06% | 118 |
|
|
2014
Q4 | $438K | Buy |
9,589
+179
| +2% | +$8.18K | 0.06% | 120 |
|
|
2014
Q3 | $418K | Sell |
9,410
-45
| -0.5% | -$2K | 0.07% | 115 |
|
|
2014
Q2 | $468K | Sell |
9,455
-800
| -8% | -$39.6K | 0.07% | 104 |
|
|
2014
Q1 | $513K | Buy |
10,255
+600
| +6% | +$30K | 0.08% | 89 |
|
|
2013
Q4 | $456K | Buy |
9,655
+820
| +9% | +$38.7K | 0.08% | 97 |
|
|
2013
Q3 | $380K | Buy |
8,835
+4,815
| +120% | +$207K | 0.07% | 91 |
|
|
2013
Q2 | $216K | Buy |
+4,020
| New | +$216K | 0.04% | 121 |
|