SWM
Silverlake Wealth Management’s The Mosaic Company MOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,814
| Closed | -$221K | – | 233 |
|
|
2023
Q1 | $221K | Buy |
4,814
+40
| +0.8% | +$1.84K | 0.13% | 181 |
|
|
2022
Q4 | $209K | Buy |
4,774
+13
| +0.3% | +$570 | 0.13% | 190 |
|
|
2022
Q3 | $230K | Buy |
4,761
+12
| +0.3% | +$580 | 0.16% | 161 |
|
|
2022
Q2 | $224K | Buy |
4,749
+11
| +0.2% | +$520 | 0.15% | 173 |
|
|
2022
Q1 | $315K | Buy |
+4,738
| New | +$315K | 0.18% | 148 |
|