McBroom & Associates’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 |
-22,045
| Closed | -$788K | – | 34 |
|
2023
Q4 | $788K | Sell |
22,045
-53,873
| -71% | -$1.92M | 0.57% | 26 |
|
2023
Q3 | $2.7M | Buy |
75,918
+12,656
| +20% | +$451K | 2.15% | 21 |
|
2023
Q2 | $2.21M | Buy |
63,262
+16,165
| +34% | +$566K | 1.75% | 21 |
|
2023
Q1 | $2.16M | Buy |
+47,097
| New | +$2.16M | 1.93% | 21 |
|