Private Advisory Group’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
Q2 | – | Sell |
-18,883
| Closed | -$1.26M | – | 183 |
|
2022
Q1 | $1.26M | Buy |
18,883
+10,152
| +116% | +$675K | 0.25% | 72 |
|
2021
Q4 | $343K | Buy |
+8,731
| New | +$343K | 0.06% | 111 |
|
2021
Q3 | – | Sell |
-28,978
| Closed | -$925K | – | 132 |
|
2021
Q2 | $925K | Buy |
28,978
+1,495
| +5% | +$47.7K | 0.23% | 68 |
|
2021
Q1 | $869K | Buy |
+27,483
| New | +$869K | 0.25% | 63 |
|