YWP
YorkBridge Wealth Partners’s The Mosaic Company MOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-44
| Closed | -$1K | – | 476 |
|
|
2019
Q2 | $1K | Hold |
44
| – | – | ﹤0.01% | 729 |
|
|
2019
Q1 | $1K | Hold |
44
| – | – | ﹤0.01% | 730 |
|
|
2018
Q4 | $1K | Hold |
44
| – | – | ﹤0.01% | 713 |
|
|
2018
Q3 | $1K | Hold |
44
| – | – | ﹤0.01% | 731 |
|
|
2018
Q2 | $1K | Sell |
44
-6,000
| -99% | -$136K | ﹤0.01% | 826 |
|
|
2018
Q1 | $150K | Hold |
6,044
| – | – | 0.07% | 212 |
|
|
2017
Q4 | $150K | Hold |
6,044
| – | – | 0.07% | 216 |
|
|
2017
Q3 | $130K | Buy |
6,044
+6,000
| +13,636% | +$129K | 0.07% | 226 |
|
|
2017
Q2 | $1K | Sell |
44
-51
| -54% | -$1.16K | ﹤0.01% | 838 |
|
|
2017
Q1 | $2K | Sell |
95
-1,477
| -94% | -$31.1K | ﹤0.01% | 775 |
|
|
2016
Q4 | $43K | Buy |
+1,572
| New | +$43K | 0.03% | 375 |
|