ARS Wealth Advisors’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 |
-20,594
| Closed | -$1.49M | – | 118 |
|
|
2017
Q4 | $1.49M | Sell |
20,594
-3,380
| -14% | -$244K | 0.55% | 32 |
|
|
2017
Q3 | $1.56M | Buy |
23,974
+1,619
| +7% | +$105K | 0.6% | 31 |
|
|
2017
Q2 | $1.46M | Buy |
22,355
+6,366
| +40% | +$416K | 0.59% | 31 |
|
|
2017
Q1 | $1.09M | Sell |
15,989
-640
| -4% | -$43.4K | 0.46% | 33 |
|
|
2016
Q4 | $1.3M | Buy |
16,629
+6,465
| +64% | +$507K | 0.58% | 27 |
|
|
2016
Q3 | $749K | Buy |
10,164
+5,746
| +130% | +$423K | 0.32% | 36 |
|
|
2016
Q2 | $328K | Buy |
+4,418
| New | +$328K | 0.14% | 61 |
|