Wealthfront’s The Mosaic Company MOS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | $964K | Buy |
29,691
+198
| +0.7% | +$6.43K | 0.01% | 260 |
|
2018
Q2 | $827K | Sell |
29,493
-5,989
| -17% | -$168K | 0.01% | 286 |
|
2018
Q1 | $862K | Sell |
35,482
-441
| -1% | -$10.7K | 0.01% | 283 |
|
2017
Q4 | $922K | Buy |
35,923
+4,592
| +15% | +$118K | 0.01% | 238 |
|
2017
Q3 | $676K | Sell |
31,331
-8,760
| -22% | -$189K | 0.01% | 272 |
|
2017
Q2 | $915K | Buy |
+40,091
| New | +$915K | 0.01% | 161 |
|
2015
Q4 | – | Sell |
-1,754
| Closed | -$55K | – | 758 |
|
2015
Q3 | $55K | Sell |
1,754
-296
| -14% | -$9.28K | ﹤0.01% | 505 |
|
2015
Q2 | $96K | Sell |
2,050
-548
| -21% | -$25.7K | ﹤0.01% | 408 |
|
2015
Q1 | $120K | Buy |
2,598
+1,301
| +100% | +$60.1K | 0.01% | 354 |
|
2014
Q4 | $59K | Buy |
1,297
+553
| +74% | +$25.2K | ﹤0.01% | 452 |
|
2014
Q3 | $33K | Sell |
744
-2,050
| -73% | -$90.9K | ﹤0.01% | 475 |
|
2014
Q2 | $137K | Buy |
2,794
+1,313
| +89% | +$64.4K | 0.01% | 164 |
|
2014
Q1 | $74K | Buy |
+1,481
| New | +$74K | 0.01% | 189 |
|