RWM
RBA Wealth Management’s The Mosaic Company MOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,278
| Closed | -$218K | – | 101 |
|
|
2022
Q1 | $218K | Buy |
+3,278
| New | +$218K | 0.1% | 96 |
|
|
2021
Q2 | – | Sell |
-4,805
| Closed | -$152K | – | 197 |
|
|
2021
Q1 | $152K | Sell |
4,805
-84,806
| -95% | -$2.68M | 0.13% | 64 |
|
|
2020
Q4 | $2.06M | Sell |
89,611
-761
| -0.8% | -$17.5K | 1.24% | 35 |
|
|
2020
Q3 | $1.65M | Sell |
90,372
-102
| -0.1% | -$1.86K | 1.12% | 35 |
|
|
2020
Q2 | $1.13M | Sell |
90,474
-666
| -0.7% | -$8.33K | 0.82% | 47 |
|
|
2020
Q1 | $986K | Buy |
91,140
+3,210
| +4% | +$34.7K | 0.85% | 43 |
|
|
2019
Q4 | $1.9M | Sell |
87,930
-1,899
| -2% | -$41K | 1.29% | 38 |
|
|
2019
Q3 | $1.84M | Buy |
+89,829
| New | +$1.84M | 1.4% | 38 |
|