Rockbridge Investment Management’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
Q3 | – | Sell |
-2
| Closed | -$95 | – | 404 |
|
|
2022
Q2 | $95 | Hold |
2
| – | – | ﹤0.01% | 629 |
|
|
2022
Q1 | $132 | Hold |
2
| – | – | ﹤0.01% | 786 |
|
|
2021
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 804 |
|
|
2021
Q3 | – | Sell |
-215
| Closed | -$7K | – | 749 |
|
|
2021
Q2 | $7K | Hold |
215
| – | – | ﹤0.01% | 569 |
|
|
2021
Q1 | $7K | Hold |
215
| – | – | ﹤0.01% | 545 |
|
|
2020
Q4 | $5K | Buy |
+215
| New | +$5K | ﹤0.01% | 570 |
|