SWM
Selective Wealth Management’s The Mosaic Company MOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,000
| Closed | -$48K | – | 490 |
|
|
2022
Q3 | $48K | Hold |
1,000
| – | – | 0.02% | 305 |
|
|
2022
Q2 | $47K | Hold |
1,000
| – | – | 0.02% | 328 |
|
|
2022
Q1 | $67K | Hold |
1,000
| – | – | 0.02% | 257 |
|
|
2021
Q4 | $39K | Hold |
1,000
| – | – | 0.02% | 313 |
|
|
2021
Q3 | $36K | Sell |
1,000
-500
| -33% | -$18K | 0.02% | 290 |
|
|
2021
Q2 | $48K | Buy |
1,500
+1,450
| +2,900% | +$46.4K | 0.04% | 194 |
|
|
2021
Q1 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 359 |
|