Asset Dedication LLC’s Compass Minerals CMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-116
| Closed | -$5K | – | 969 |
|
|
2022
Q4 | $5K | Buy |
+116
| New | +$5K | ﹤0.01% | 748 |
|
|
2018
Q4 | – | Sell |
-77
| Closed | -$5K | – | 595 |
|
|
2018
Q3 | $5K | Hold |
77
| – | – | ﹤0.01% | 517 |
|
|
2018
Q2 | $5K | Hold |
77
| – | – | ﹤0.01% | 531 |
|
|
2018
Q1 | $5K | Hold |
77
| – | – | ﹤0.01% | 434 |
|
|
2017
Q4 | $6K | Buy |
+77
| New | +$6K | ﹤0.01% | 392 |
|