AWM
Aevitas Wealth Management’s Compass Minerals CMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,764
| Closed | -$232K | – | 120 |
|
|
2020
Q4 | $232K | Sell |
3,764
-137
| -4% | -$8.44K | 0.17% | 107 |
|
|
2020
Q3 | $232K | Buy |
+3,901
| New | +$232K | 0.19% | 97 |
|
|
2020
Q1 | – | Sell |
-5,003
| Closed | -$305K | – | 97 |
|
|
2019
Q4 | $305K | Sell |
5,003
-157
| -3% | -$9.57K | 0.29% | 91 |
|
|
2019
Q3 | $292K | Buy |
5,160
+12
| +0.2% | +$679 | 0.29% | 91 |
|
|
2019
Q2 | $283K | Buy |
5,148
+13
| +0.3% | +$715 | 0.28% | 93 |
|
|
2019
Q1 | $279K | Sell |
5,135
-756
| -13% | -$41.1K | 0.25% | 92 |
|
|
2018
Q4 | $246K | Sell |
5,891
-2,524
| -30% | -$105K | 0.25% | 90 |
|
|
2018
Q3 | $565K | Sell |
8,415
-72
| -0.8% | -$4.83K | 0.51% | 56 |
|
|
2018
Q2 | $558K | Sell |
8,487
-1,677
| -16% | -$110K | 0.54% | 56 |
|
|
2018
Q1 | $613K | Sell |
10,164
-295
| -3% | -$17.8K | 0.61% | 52 |
|
|
2017
Q4 | $756K | Buy |
+10,459
| New | +$756K | 0.72% | 45 |
|