Tradition Wealth Management’s The Mosaic Company MOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,616
| Closed | -$220K | – | 418 |
|
|
2024
Q2 | $220K | Buy |
7,616
+103
| +1% | +$2.98K | 0.02% | 365 |
|
|
2024
Q1 | $244K | Sell |
7,513
-13
| -0.2% | -$422 | 0.02% | 337 |
|
|
2023
Q4 | $269K | Sell |
7,526
-499
| -6% | -$17.8K | 0.03% | 288 |
|
|
2023
Q3 | $286K | Sell |
8,025
-93
| -1% | -$3.31K | 0.03% | 258 |
|
|
2023
Q2 | $284K | Buy |
8,118
+1,658
| +26% | +$58K | 0.03% | 257 |
|
|
2023
Q1 | $296K | Buy |
6,460
+1,154
| +22% | +$52.9K | 0.04% | 241 |
|
|
2022
Q4 | $233K | Buy |
5,306
+806
| +18% | +$35.4K | 0.03% | 249 |
|
|
2022
Q3 | $217K | Hold |
4,500
| – | – | 0.03% | 245 |
|
|
2022
Q2 | $213K | Hold |
4,500
| – | – | 0.03% | 251 |
|
|
2022
Q1 | $299K | Hold |
4,500
| – | – | 0.04% | 246 |
|
|
2021
Q4 | $177K | Buy |
4,500
+400
| +10% | +$15.7K | 0.02% | 317 |
|
|
2021
Q3 | $146K | Sell |
4,100
-500
| -11% | -$17.8K | 0.02% | 315 |
|
|
2021
Q2 | $147K | Buy |
+4,600
| New | +$147K | 0.02% | 330 |
|