Avantax Advisory Services’s Compass Minerals CMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,193
| Closed | -$233K | – | 1650 |
|
|
2023
Q4 | $233K | Buy |
9,193
+407
| +5% | +$10.3K | ﹤0.01% | 1382 |
|
|
2023
Q3 | $246K | Sell |
8,786
-175
| -2% | -$4.89K | ﹤0.01% | 1305 |
|
|
2023
Q2 | $305K | Sell |
8,961
-779
| -8% | -$26.5K | ﹤0.01% | 1177 |
|
|
2023
Q1 | $334K | Buy |
9,740
+1,248
| +15% | +$42.8K | ﹤0.01% | 1092 |
|
|
2022
Q4 | $348K | Sell |
8,492
-785
| -8% | -$32.2K | ﹤0.01% | 1026 |
|
|
2022
Q3 | $357K | Buy |
9,277
+1,406
| +18% | +$54.1K | 0.01% | 919 |
|
|
2022
Q2 | $279K | Buy |
7,871
+1,394
| +22% | +$49.4K | ﹤0.01% | 1047 |
|
|
2022
Q1 | $411K | Buy |
6,477
+906
| +16% | +$57.5K | 0.01% | 864 |
|
|
2021
Q4 | $285K | Buy |
5,571
+2,073
| +59% | +$106K | ﹤0.01% | 999 |
|
|
2021
Q3 | $226K | Buy |
+3,498
| New | +$226K | ﹤0.01% | 1054 |
|