Wealthspire Advisors (Maryland)’s The Mosaic Company MOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,828
| Closed | -$50K | – | 1427 |
|
|
2019
Q1 | $50K | Buy |
1,828
+24
| +1% | +$656 | ﹤0.01% | 895 |
|
|
2018
Q4 | $53K | Buy |
1,804
+180
| +11% | +$5.29K | ﹤0.01% | 836 |
|
|
2018
Q3 | $53K | Buy |
1,624
+95
| +6% | +$3.1K | ﹤0.01% | 939 |
|
|
2018
Q2 | $43K | Buy |
1,529
+18
| +1% | +$506 | ﹤0.01% | 1033 |
|
|
2018
Q1 | $37K | Buy |
1,511
+4
| +0.3% | +$98 | ﹤0.01% | 1099 |
|
|
2017
Q4 | $39K | Buy |
1,507
+945
| +168% | +$24.5K | ﹤0.01% | 1105 |
|
|
2017
Q3 | $12K | Sell |
562
-89
| -14% | -$1.9K | ﹤0.01% | 1506 |
|
|
2017
Q2 | $15K | Sell |
651
-5,356
| -89% | -$123K | ﹤0.01% | 1365 |
|
|
2017
Q1 | $175K | Buy |
6,007
+5,393
| +878% | +$157K | 0.02% | 436 |
|
|
2016
Q4 | $18K | Buy |
614
+3
| +0.5% | +$88 | ﹤0.01% | 1051 |
|
|
2016
Q3 | $15K | Hold |
611
| – | – | ﹤0.01% | 1140 |
|
|
2016
Q2 | $16K | Sell |
611
-63
| -9% | -$1.65K | ﹤0.01% | 1072 |
|
|
2016
Q1 | $18K | Sell |
674
-272
| -29% | -$7.26K | ﹤0.01% | 1002 |
|
|
2015
Q4 | $26K | Buy |
+946
| New | +$26K | ﹤0.01% | 895 |
|