Regal Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,719
| Closed | -$217K | – | 527 |
|
|
2023
Q1 | $217K | Sell |
4,719
-74
| -2% | -$3.4K | 0.02% | 464 |
|
|
2022
Q4 | $210K | Sell |
4,793
-158
| -3% | -$6.93K | 0.02% | 442 |
|
|
2022
Q3 | $239K | Buy |
4,951
+5
| +0.1% | +$241 | 0.03% | 409 |
|
|
2022
Q2 | $234K | Sell |
4,946
-367
| -7% | -$17.4K | 0.02% | 427 |
|
|
2022
Q1 | $353K | Sell |
5,313
-1,950
| -27% | -$130K | 0.03% | 367 |
|
|
2021
Q4 | $285K | Buy |
7,263
+36
| +0.5% | +$1.41K | 0.03% | 440 |
|
|
2021
Q3 | $258K | Buy |
+7,227
| New | +$258K | 0.03% | 457 |
|
|
2013
Q4 | – | Sell |
-2
| Closed | – | – | 908 |
|
|
2013
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 923 |
|
|
2013
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 907 |
|