TWM
Torch Wealth Management’s The Mosaic Company MOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-22,875
| Closed | -$494K | – | 105 |
|
|
2017
Q3 | $494K | Sell |
22,875
-100
| -0.4% | -$2.16K | 0.32% | 68 |
|
|
2017
Q2 | $525K | Sell |
22,975
-400
| -2% | -$9.14K | 0.36% | 65 |
|
|
2017
Q1 | $682K | Buy |
23,375
+5,100
| +28% | +$149K | 0.45% | 57 |
|
|
2016
Q4 | $536K | Sell |
18,275
-4,900
| -21% | -$144K | 0.38% | 62 |
|
|
2016
Q3 | $567K | Hold |
23,175
| – | – | 0.41% | 59 |
|
|
2016
Q2 | $607K | Buy |
+23,175
| New | +$607K | 0.44% | 60 |
|