Beacon Investment 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 |
-8,355
| Closed | -$212K | – | 269 |
|
|
2023
Q4 | $212K | Sell |
8,355
-991
| -11% | -$25.1K | 0.01% | 255 |
|
|
2023
Q3 | $261K | Sell |
9,346
-48
| -0.5% | -$1.34K | 0.01% | 243 |
|
|
2023
Q2 | $319K | Buy |
9,394
+1,380
| +17% | +$46.9K | 0.01% | 233 |
|
|
2023
Q1 | $275K | Buy |
8,014
+923
| +13% | +$31.7K | 0.01% | 237 |
|
|
2022
Q4 | $291K | Buy |
7,091
+1,834
| +35% | +$75.2K | 0.01% | 234 |
|
|
2022
Q3 | $203K | Sell |
5,257
-1,724
| -25% | -$66.6K | 0.01% | 264 |
|
|
2022
Q2 | $247K | Buy |
6,981
+1,019
| +17% | +$36.1K | 0.01% | 250 |
|
|
2022
Q1 | $375K | Buy |
5,962
+784
| +15% | +$49.3K | 0.02% | 233 |
|
|
2021
Q4 | $264K | Sell |
5,178
-718
| -12% | -$36.6K | 0.01% | 268 |
|
|
2021
Q3 | $380K | Buy |
+5,896
| New | +$380K | 0.02% | 231 |
|