HCR WEALTH ADVISORS – The Mosaic Company Transaction History
HCR WEALTH ADVISORS portfolio value:
$2.57M
portfolio value
HCR WEALTH ADVISORS quarter portfolio value change:
+2.33%
quarter
The Mosaic Company 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -6.42% | -3.65K shares | -115K | $48.33 | 53.31K |
| Q2 2022 | share | Decrease | -8.86% | -5.53K shares | -1.46M | $47.23 | 56.96K |
| Q1 2022 | share | Decrease | -37.43% | -37.38K shares | 231K | $66.5 | 62.50K |
| Q4 2021 | share | Decrease | -1.46% | -1.48K shares | 304K | $39.21 | 99.88K |
| Q3 2021 | share | Increase | +7.63% | 7.18K shares | 616K | $35.64 | 101.37K |
| Q2 2021 | share | Increase | +4.27% | 3.85K shares | 150K | $31.76 | 94.18K |
| Q1 2021 | share | Increase | 0.00% | 90.32K shares | 2.85M | $31.4 | 90.32K |