MA
Montag & Associates’s The Mosaic Company MOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-21,700
| Closed | -$964K | – | 248 |
|
|
2014
Q3 | $964K | Hold |
21,700
| – | – | 0.16% | 136 |
|
|
2014
Q2 | $1.07M | Hold |
21,700
| – | – | 0.17% | 134 |
|
|
2014
Q1 | $1.09M | Hold |
21,700
| – | – | 0.18% | 126 |
|
|
2013
Q4 | $1.03M | Sell |
21,700
-2,440
| -10% | -$115K | 0.18% | 124 |
|
|
2013
Q3 | $1.04M | Buy |
24,140
+365
| +2% | +$15.7K | 0.19% | 122 |
|
|
2013
Q2 | $1.28M | Buy |
+23,775
| New | +$1.28M | 0.26% | 105 |
|