Western Pacific 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
Q1 | – | Sell |
-540
| Closed | -$19.3K | – | 317 |
|
|
2023
Q4 | $19.3K | Sell |
540
-200
| -27% | -$7.15K | 0.01% | 179 |
|
|
2023
Q3 | $26.3K | Hold |
740
| – | – | 0.02% | 172 |
|
|
2023
Q2 | $25.9K | Sell |
740
-541
| -42% | -$18.9K | 0.02% | 174 |
|
|
2023
Q1 | $58.8K | Hold |
1,281
| – | – | 0.04% | 128 |
|
|
2022
Q4 | $56.2K | Buy |
1,281
+549
| +75% | +$24.1K | 0.05% | 124 |
|
|
2022
Q3 | $35K | Buy |
+732
| New | +$35K | 0.03% | 128 |
|