Access Financial Services’s Compass Minerals CMP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-19,093
| Closed | -$1.38M | – | 66 |
|
2017
Q4 | $1.38M | Buy |
19,093
+400
| +2% | +$28.9K | 0.95% | 33 |
|
2017
Q3 | $1.21M | Sell |
18,693
-259
| -1% | -$16.8K | 0.93% | 34 |
|
2017
Q2 | $1.24M | Buy |
18,952
+531
| +3% | +$34.7K | 1.01% | 31 |
|
2017
Q1 | $1.25M | Buy |
18,421
+3,825
| +26% | +$260K | 1.05% | 28 |
|
2016
Q4 | $1.14M | Buy |
+14,596
| New | +$1.14M | 1.04% | 23 |
|