SWM
SeaCrest Wealth Management’s The Mosaic Company MOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-24,177
| Closed | -$1.06M | – | 661 |
|
|
2022
Q4 | $1.06M | Sell |
24,177
-6,617
| -21% | -$290K | 0.15% | 151 |
|
|
2022
Q3 | $1.49M | Buy |
30,794
+338
| +1% | +$16.3K | 0.23% | 87 |
|
|
2022
Q2 | $1.44M | Buy |
30,456
+1,243
| +4% | +$58.7K | 0.18% | 105 |
|
|
2022
Q1 | $1.94M | Buy |
+29,213
| New | +$1.94M | 0.22% | 85 |
|
|
2019
Q2 | – | Sell |
-1,041
| Closed | -$28K | – | 1325 |
|
|
2019
Q1 | $28K | Hold |
1,041
| – | – | ﹤0.01% | 1145 |
|
|
2018
Q4 | $30K | Sell |
1,041
-500
| -32% | -$14.4K | 0.01% | 1081 |
|
|
2018
Q3 | $50K | Sell |
1,541
-1,000
| -39% | -$32.4K | 0.01% | 998 |
|
|
2018
Q2 | $71K | Sell |
2,541
-1,000
| -28% | -$27.9K | 0.01% | 842 |
|
|
2018
Q1 | $86K | Sell |
3,541
-600
| -14% | -$14.6K | 0.02% | 753 |
|
|
2017
Q4 | $106K | Buy |
+4,141
| New | +$106K | 0.02% | 696 |
|