BAM
Bruderman Asset Management’s Compass Minerals CMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-2,240
| Closed | -$146K | – | 156 |
|
|
2017
Q2 | $146K | Buy |
+2,240
| New | +$146K | 0.04% | 124 |
|
|
2017
Q1 | – | Sell |
-634
| Closed | -$50K | – | 158 |
|
|
2016
Q4 | $50K | Buy |
634
+474
| +296% | +$37.4K | 0.02% | 196 |
|
|
2016
Q3 | $12K | Hold |
160
| – | – | ﹤0.01% | 315 |
|
|
2016
Q2 | $12K | Hold |
160
| – | – | ﹤0.01% | 300 |
|
|
2016
Q1 | $11K | Hold |
160
| – | – | ﹤0.01% | 314 |
|
|
2015
Q4 | $12K | Sell |
160
-40
| -20% | -$3K | ﹤0.01% | 323 |
|
|
2015
Q3 | $16K | Hold |
200
| – | – | 0.01% | 294 |
|
|
2015
Q2 | $16K | Hold |
200
| – | – | 0.01% | 310 |
|
|
2015
Q1 | $19K | Buy |
+200
| New | +$19K | 0.01% | 296 |
|