Atria Investments’s Compass Minerals CMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-5,474
| Closed | -$211K | – | 576 |
|
|
2020
Q1 | $211K | Sell |
5,474
-1,046
| -16% | -$40.3K | 0.02% | 518 |
|
|
2019
Q4 | $397K | Buy |
6,520
+1,472
| +29% | +$89.6K | 0.01% | 872 |
|
|
2019
Q3 | $285K | Sell |
5,048
-1,558
| -24% | -$88K | 0.01% | 735 |
|
|
2019
Q2 | $331K | Buy |
6,606
+218
| +3% | +$10.9K | 0.01% | 709 |
|
|
2019
Q1 | $347K | Sell |
6,388
-2,701
| -30% | -$147K | 0.01% | 638 |
|
|
2018
Q4 | $379K | Buy |
9,089
+433
| +5% | +$18.1K | 0.02% | 591 |
|
|
2018
Q3 | $582K | Sell |
8,656
-4,633
| -35% | -$312K | 0.02% | 548 |
|
|
2018
Q2 | $874K | Buy |
13,289
+2,837
| +27% | +$187K | 0.04% | 399 |
|
|
2018
Q1 | $630K | Buy |
10,452
+1,716
| +20% | +$103K | 0.03% | 462 |
|
|
2017
Q4 | $631K | Buy |
8,736
+2,838
| +48% | +$205K | 0.03% | 435 |
|
|
2017
Q3 | $383K | Buy |
5,898
+857
| +17% | +$55.7K | 0.02% | 519 |
|
|
2017
Q2 | $329K | Buy |
+5,041
| New | +$329K | 0.02% | 533 |
|