MWPCG
Measured Wealth Private Client Group’s The Mosaic Company MOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,056
| Closed | -$239K | – | 175 |
|
|
2022
Q2 | $239K | Buy |
5,056
+622
| +14% | +$29.4K | 0.11% | 140 |
|
|
2022
Q1 | $295K | Buy |
+4,434
| New | +$295K | 0.11% | 115 |
|
|
2018
Q4 | – | Sell |
-74
| Closed | -$2K | – | 466 |
|
|
2018
Q3 | $2K | Buy |
+74
| New | +$2K | ﹤0.01% | 774 |
|