Plante Moran Financial Advisors’s The Mosaic Company MOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-107
| Closed | -$4K | – | 940 |
|
|
2021
Q4 | $4K | Buy |
+107
| New | +$4K | ﹤0.01% | 859 |
|
|
2021
Q3 | – | Sell |
-200
| Closed | -$6K | – | 986 |
|
|
2021
Q2 | $6K | Buy |
+200
| New | +$6K | ﹤0.01% | 759 |
|
|
2019
Q1 | – | Sell |
-35
| Closed | -$1K | – | 876 |
|
|
2018
Q4 | $1K | Buy |
+35
| New | +$1K | ﹤0.01% | 816 |
|
|
2018
Q2 | – | Sell |
-121
| Closed | -$3K | – | 914 |
|
|
2018
Q1 | $3K | Hold |
121
| – | – | ﹤0.01% | 787 |
|
|
2017
Q4 | $3K | Hold |
121
| – | – | ﹤0.01% | 758 |
|
|
2017
Q3 | $3K | Hold |
121
| – | – | ﹤0.01% | 701 |
|
|
2017
Q2 | $3K | Hold |
121
| – | – | ﹤0.01% | 718 |
|
|
2017
Q1 | $4K | Hold |
121
| – | – | ﹤0.01% | 730 |
|
|
2016
Q4 | $4K | Hold |
121
| – | – | ﹤0.01% | 759 |
|
|
2016
Q3 | $3K | Hold |
121
| – | – | ﹤0.01% | 792 |
|
|
2016
Q2 | $3K | Hold |
121
| – | – | ﹤0.01% | 727 |
|
|
2016
Q1 | $3K | Buy |
121
+45
| +59% | +$1.12K | ﹤0.01% | 659 |
|
|
2015
Q4 | $2K | Sell |
76
-82
| -52% | -$2.16K | ﹤0.01% | 865 |
|
|
2015
Q3 | $5K | Buy |
+158
| New | +$5K | ﹤0.01% | 583 |
|
|
2014
Q3 | – | Sell |
-27
| Closed | -$1K | – | 833 |
|
|
2014
Q2 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 799 |
|