1IA
1620 Investment Advisors’s Compass COMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $122K | Sell |
19,367
-3,445
| -15% | -$21.6K | 0.09% | 203 |
|
|
2025
Q1 | $199K | Sell |
22,812
-156
| -0.7% | -$1.36K | 0.15% | 145 |
|
|
2024
Q4 | $134K | Buy |
22,968
+698
| +3% | +$4.08K | 0.1% | 185 |
|
|
2024
Q3 | $136K | Buy |
22,270
+950
| +4% | +$5.81K | 0.1% | 185 |
|
|
2024
Q2 | $76.8K | Buy |
21,320
+8,047
| +61% | +$29K | 0.06% | 250 |
|
|
2024
Q1 | $47.8K | Sell |
13,273
-110
| -0.8% | -$396 | 0.05% | 139 |
|
|
2023
Q4 | $50.3K | Sell |
13,383
-1,446
| -10% | -$5.44K | 0.06% | 136 |
|
|
2023
Q3 | $43K | Buy |
+14,829
| New | +$43K | 0.05% | 140 |
|