Avantax Advisory Services’s Compass Pathways CMPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,640
| Closed | -$78.7K | – | 1588 |
|
|
2023
Q3 | $78.7K | Sell |
10,640
-2,716
| -20% | -$20.1K | ﹤0.01% | 1499 |
|
|
2023
Q2 | $111K | Sell |
13,356
-6,400
| -32% | -$53K | ﹤0.01% | 1443 |
|
|
2023
Q1 | $196K | Sell |
19,756
-1,565
| -7% | -$15.5K | ﹤0.01% | 1384 |
|
|
2022
Q4 | $171K | Hold |
21,321
| – | – | ﹤0.01% | 1331 |
|
|
2022
Q3 | $229K | Buy |
+21,321
| New | +$229K | ﹤0.01% | 1136 |
|