QWM
QP Wealth Management’s The Mosaic Company MOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $566K | Buy |
15,890
+990
| +7% | +$35.2K | 0.99% | 36 |
|
|
2023
Q2 | $522K | Sell |
14,900
-891
| -6% | -$31.2K | 0.83% | 38 |
|
|
2023
Q1 | $724K | Sell |
15,791
-4,138
| -21% | -$190K | 1.19% | 31 |
|
|
2022
Q4 | $874K | Sell |
19,929
-541
| -3% | -$23.7K | 1.36% | 30 |
|
|
2022
Q3 | $991K | Sell |
20,470
-265
| -1% | -$12.8K | 1.43% | 26 |
|
|
2022
Q2 | $979K | Buy |
20,735
+75
| +0.4% | +$3.54K | 1.34% | 26 |
|
|
2022
Q1 | $1.37M | Buy |
20,660
+855
| +4% | +$56.9K | 1.54% | 23 |
|
|
2021
Q4 | $778K | Buy |
+19,805
| New | +$778K | 0.82% | 38 |
|