SWA
Sutton Wealth Advisors’s The Mosaic Company MOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $4.77K | Sell |
134
-4
| -3% | -$142 | ﹤0.01% | 593 |
|
|
2023
Q2 | $4.83K | Sell |
138
-19
| -12% | -$665 | ﹤0.01% | 574 |
|
|
2023
Q1 | $7.2K | Hold |
157
| – | – | ﹤0.01% | 477 |
|
|
2022
Q4 | $6.89K | Hold |
157
| – | – | ﹤0.01% | 1046 |
|
|
2022
Q3 | $7.59K | Sell |
157
-47
| -23% | -$2.27K | ﹤0.01% | 975 |
|
|
2022
Q2 | $9.64K | Buy |
204
+66
| +48% | +$3.12K | ﹤0.01% | 913 |
|
|
2022
Q1 | $9.18K | Hold |
138
| – | – | ﹤0.01% | 954 |
|
|
2021
Q4 | $5.42K | Sell |
138
-4
| -3% | -$157 | ﹤0.01% | 1057 |
|
|
2021
Q3 | $5.07K | Buy |
142
+4
| +3% | +$143 | ﹤0.01% | 1053 |
|
|
2021
Q2 | $4.4K | Hold |
138
| – | – | ﹤0.01% | 1067 |
|
|
2021
Q1 | $4.36K | Hold |
138
| – | – | ﹤0.01% | 1034 |
|
|
2020
Q4 | $3.18K | Hold |
138
| – | – | ﹤0.01% | 1047 |
|
|
2020
Q3 | $2.52K | Hold |
138
| – | – | ﹤0.01% | 1046 |
|
|
2020
Q2 | $1.73K | Buy |
138
+70
| +103% | +$876 | ﹤0.01% | 1074 |
|
|
2020
Q1 | $736 | Buy |
+68
| New | +$736 | ﹤0.01% | 1121 |
|
|
2019
Q3 | – | Sell |
-39
| Closed | -$976 | – | 1200 |
|
|
2019
Q2 | $976 | Buy |
+39
| New | +$976 | ﹤0.01% | 1100 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 1211 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 1171 |
|
|
2018
Q2 | – | Sell |
-26
| Closed | -$631 | – | 1152 |
|
|
2018
Q1 | $631 | Buy |
+26
| New | +$631 | ﹤0.01% | 1073 |
|
|
2017
Q4 | – | Sell |
-77
| Closed | -$1.66K | – | 1103 |
|
|
2017
Q3 | $1.66K | Sell |
77
-13
| -14% | -$281 | ﹤0.01% | 965 |
|
|
2017
Q2 | $2.06K | Hold |
90
| – | – | ﹤0.01% | 954 |
|
|
2017
Q1 | $2.63K | Hold |
90
| – | – | ﹤0.01% | 916 |
|
|
2016
Q4 | $2.64K | Hold |
90
| – | – | ﹤0.01% | 911 |
|
|
2016
Q3 | $2.2K | Hold |
90
| – | – | ﹤0.01% | 916 |
|
|
2016
Q2 | $2.36K | Sell |
90
-111
| -55% | -$2.91K | ﹤0.01% | 873 |
|
|
2016
Q1 | $5.43K | Buy |
+201
| New | +$5.43K | 0.01% | 726 |
|