Archford Capital Strategies’s Compass Minerals CMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-799
| Closed | -$44K | – | 273 |
|
|
2019
Q2 | $44K | Hold |
799
| – | – | 0.02% | 288 |
|
|
2019
Q1 | $43K | Sell |
799
-172
| -18% | -$9.26K | 0.02% | 282 |
|
|
2018
Q4 | $40K | Sell |
971
-2,179
| -69% | -$89.8K | 0.02% | 277 |
|
|
2018
Q3 | $212K | Buy |
3,150
+92
| +3% | +$6.19K | 0.08% | 205 |
|
|
2018
Q2 | $201K | Buy |
3,058
+866
| +40% | +$56.9K | 0.07% | 204 |
|
|
2018
Q1 | $158K | Buy |
+2,192
| New | +$158K | 0.07% | 128 |
|
|
2017
Q3 | – | Sell |
-3,087
| Closed | -$202K | – | 192 |
|
|
2017
Q2 | $202K | Buy |
3,087
+475
| +18% | +$31.1K | 0.08% | 184 |
|
|
2017
Q1 | $177K | Buy |
2,612
+778
| +42% | +$52.7K | 0.07% | 197 |
|
|
2016
Q4 | $143K | Buy |
1,834
+685
| +60% | +$53.4K | 0.06% | 186 |
|
|
2016
Q3 | $83K | Sell |
1,149
-27
| -2% | -$1.95K | 0.03% | 225 |
|
|
2016
Q2 | $87K | Buy |
+1,176
| New | +$87K | 0.05% | 210 |
|
|
2016
Q1 | – | Sell |
-819
| Closed | -$63K | – | 255 |
|
|
2015
Q4 | $63K | Hold |
819
| – | – | 0.03% | 243 |
|
|
2015
Q3 | $64K | Buy |
819
+792
| +2,933% | +$61.9K | 0.05% | 176 |
|
|
2015
Q2 | $2K | Hold |
27
| – | – | ﹤0.01% | 479 |
|
|
2015
Q1 | $2.52K | Hold |
27
| – | – | ﹤0.01% | 484 |
|
|
2014
Q4 | $2K | Hold |
27
| – | – | ﹤0.01% | 503 |
|
|
2014
Q3 | $2K | Hold |
27
| – | – | ﹤0.01% | 491 |
|
|
2014
Q2 | $2.58K | Buy |
+27
| New | +$2.58K | ﹤0.01% | 631 |
|