Vahanian & Associates Financial Planning’s The Mosaic Company MOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,148
| Closed | -$226K | – | 79 |
|
|
2022
Q4 | $226K | Sell |
5,148
-750
| -13% | -$32.9K | 0.74% | 47 |
|
|
2022
Q3 | $285K | Sell |
5,898
-6,090
| -51% | -$294K | 0.98% | 34 |
|
|
2022
Q2 | $566K | Sell |
11,988
-2,748
| -19% | -$130K | 2.43% | 13 |
|
|
2022
Q1 | $980K | Sell |
14,736
-11,787
| -44% | -$784K | 2.26% | 12 |
|
|
2021
Q4 | $1.04M | Buy |
+26,523
| New | +$1.04M | 0.84% | 29 |
|