BIA
Bell Investment Advisors’s Compass COMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-57
| Closed | -$498 | – | 1904 |
|
|
2025
Q1 | $498 | Buy |
+57
| New | +$498 | ﹤0.01% | 1751 |
|
|
2022
Q3 | – | Sell |
-295
| Closed | -$1K | – | 1759 |
|
|
2022
Q2 | $1K | Buy |
+295
| New | +$1K | ﹤0.01% | 1379 |
|
|
2021
Q4 | $1K | Buy |
+103
| New | +$1K | ﹤0.01% | 1389 |
|