Accel Wealth Management’s Compass Minerals CMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-622
| Closed | -$21.3K | – | 291 |
|
|
2023
Q1 | $21.3K | Buy |
622
+1
| +0.2% | +$34 | 0.01% | 692 |
|
|
2022
Q4 | $25.5K | Sell |
621
-100
| -14% | -$4.1K | 0.01% | 496 |
|
|
2022
Q3 | $31K | Buy |
721
+1
| +0.1% | +$43 | 0.02% | 457 |
|
|
2022
Q2 | $23K | Sell |
720
-112
| -13% | -$3.58K | 0.01% | 507 |
|
|
2022
Q1 | $53K | Hold |
832
| – | – | 0.03% | 362 |
|
|
2021
Q4 | $42K | Sell |
832
-74
| -8% | -$3.74K | 0.02% | 406 |
|
|
2021
Q3 | $58K | Buy |
906
+63
| +7% | +$4.03K | 0.04% | 303 |
|
|
2021
Q2 | $50K | Hold |
843
| – | – | 0.03% | 339 |
|
|
2021
Q1 | $53K | Hold |
843
| – | – | 0.04% | 301 |
|
|
2020
Q4 | $52K | Buy |
+843
| New | +$52K | 0.05% | 287 |
|