Alliance Wealth Advisors (Pennsylvania)’s Compass Minerals CMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,269
| Closed | -$205K | – | 111 |
|
|
2022
Q1 | $205K | Buy |
+3,269
| New | +$205K | 0.17% | 112 |
|
|
2021
Q4 | – | Sell |
-3,654
| Closed | -$235K | – | 117 |
|
|
2021
Q3 | $235K | Sell |
3,654
-107
| -3% | -$6.88K | 0.21% | 94 |
|
|
2021
Q2 | $223K | Hold |
3,761
| – | – | 0.2% | 99 |
|
|
2021
Q1 | $236K | Sell |
3,761
-95
| -2% | -$5.96K | 0.23% | 90 |
|
|
2020
Q4 | $238K | Buy |
+3,856
| New | +$238K | 0.25% | 88 |
|