WFG Advisors’s The Mosaic Company MOS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | $46K | Buy |
2,017
+1,417
| +236% | +$32.3K | 0.01% | 716 |
|
2017
Q1 | $18K | Sell |
600
-1,543
| -72% | -$46.3K | ﹤0.01% | 910 |
|
2016
Q4 | $63K | Buy |
2,143
+2,110
| +6,394% | +$62K | 0.02% | 664 |
|
2016
Q3 | $1K | Hold |
33
| – | – | ﹤0.01% | 1477 |
|
2016
Q2 | $1K | Hold |
33
| – | – | ﹤0.01% | 1464 |
|
2016
Q1 | $1K | Buy |
33
+27
| +450% | +$818 | ﹤0.01% | 1428 |
|
2015
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 1631 |
|
2015
Q3 | $0 | Sell |
6
-1,064
| -99% | – | ﹤0.01% | 1669 |
|
2015
Q2 | $50K | Buy |
1,070
+6
| +0.6% | +$280 | 0.01% | 725 |
|
2015
Q1 | $49K | Sell |
1,064
-598
| -36% | -$27.5K | 0.01% | 739 |
|
2014
Q4 | $76K | Buy |
1,662
+9
| +0.5% | +$412 | 0.02% | 726 |
|
2014
Q3 | $73K | Sell |
1,653
-791
| -32% | -$34.9K | 0.01% | 781 |
|
2014
Q2 | $121K | Sell |
2,444
-1,796
| -42% | -$88.9K | 0.02% | 592 |
|
2014
Q1 | $212K | Buy |
4,240
+758
| +22% | +$37.9K | 0.04% | 414 |
|
2013
Q4 | $165K | Buy |
3,482
+3,457
| +13,828% | +$164K | 0.02% | 579 |
|
2013
Q3 | $1K | Sell |
25
-331
| -93% | -$13.2K | ﹤0.01% | 2051 |
|
2013
Q2 | $19K | Buy |
+356
| New | +$19K | ﹤0.01% | 1229 |
|