BHK Investment Advisors’s Compass Minerals CMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-5,570
| Closed | -$344K | – | 66 |
|
|
2021
Q1 | $344K | Hold |
5,570
| – | – | 0.16% | 48 |
|
|
2020
Q4 | $344K | Sell |
5,570
-79
| -1% | -$4.88K | 0.16% | 46 |
|
|
2020
Q3 | $335K | Buy |
5,649
+977
| +21% | +$57.9K | 0.19% | 42 |
|
|
2020
Q2 | $228K | Buy |
+4,672
| New | +$228K | 0.13% | 55 |
|
|
2020
Q1 | – | Sell |
-3,997
| Closed | -$244K | – | 54 |
|
|
2019
Q4 | $244K | Buy |
+3,997
| New | +$244K | 0.14% | 55 |
|