UAS
United Asset Strategies’s The Mosaic Company MOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-15,732
| Closed | -$560K | – | 245 |
|
|
2023
Q3 | $560K | Buy |
15,732
+2,122
| +16% | +$75.5K | 0.07% | 173 |
|
|
2023
Q2 | $476K | Buy |
13,610
+4,704
| +53% | +$165K | 0.06% | 177 |
|
|
2023
Q1 | $409K | Buy |
8,906
+686
| +8% | +$31.5K | 0.05% | 184 |
|
|
2022
Q4 | $361K | Buy |
8,220
+129
| +2% | +$5.66K | 0.05% | 187 |
|
|
2022
Q3 | $391K | Buy |
8,091
+3,511
| +77% | +$170K | 0.06% | 165 |
|
|
2022
Q2 | $216K | Buy |
+4,580
| New | +$216K | 0.03% | 193 |
|
|
2019
Q2 | – | Sell |
-119,391
| Closed | -$3.26M | – | 203 |
|
|
2019
Q1 | $3.26M | Buy |
119,391
+15,773
| +15% | +$431K | 0.77% | 44 |
|
|
2018
Q4 | $3.03M | Buy |
103,618
+53,292
| +106% | +$1.56M | 0.83% | 41 |
|
|
2018
Q3 | $1.64M | Buy |
+50,326
| New | +$1.64M | 0.38% | 69 |
|