WFG
Windsor Financial Group’s The Mosaic Company MOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1.72M | Buy |
75,342
+4,815
| +7% | +$110K | 0.8% | 40 |
|
|
2017
Q1 | $2.06M | Sell |
70,527
-4,728
| -6% | -$138K | 0.94% | 41 |
|
|
2016
Q4 | $2.21M | Sell |
75,255
-40,994
| -35% | -$1.2M | 1.04% | 40 |
|
|
2016
Q3 | $2.84M | Sell |
116,249
-1,630
| -1% | -$39.9K | 1.33% | 36 |
|
|
2016
Q2 | $3.09M | Buy |
117,879
+6,116
| +5% | +$160K | 1.41% | 37 |
|
|
2016
Q1 | $3.02M | Buy |
111,763
+13,884
| +14% | +$375K | 1.38% | 37 |
|
|
2015
Q4 | $2.7M | Sell |
97,879
-7,412
| -7% | -$204K | 1.31% | 38 |
|
|
2015
Q3 | $3.28M | Buy |
105,291
+6,904
| +7% | +$215K | 1.58% | 35 |
|
|
2015
Q2 | $4.61M | Buy |
98,387
+8,358
| +9% | +$392K | 1.99% | 21 |
|
|
2015
Q1 | $4.15M | Buy |
90,029
+4,053
| +5% | +$187K | 1.86% | 23 |
|
|
2014
Q4 | $3.93M | Buy |
85,976
+2,578
| +3% | +$118K | 1.87% | 25 |
|
|
2014
Q3 | $3.7M | Buy |
83,398
+891
| +1% | +$39.6K | 1.78% | 25 |
|
|
2014
Q2 | $4.08M | Sell |
82,507
-72
| -0.1% | -$3.56K | 1.99% | 21 |
|
|
2014
Q1 | $4.13M | Buy |
82,579
+25,327
| +44% | +$1.27M | 2.09% | 19 |
|
|
2013
Q4 | $2.71M | Buy |
57,252
+2
| +0% | +$95 | 1.5% | 35 |
|
|
2013
Q3 | $2.46M | Buy |
+57,250
| New | +$2.46M | 1.48% | 36 |
|