Cape Investment Advisory’s Compass Minerals CMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.6K | Buy |
628
+28
| +5% | +$563 | ﹤0.01% | 594 |
|
|
2025
Q1 | $5.57K | Buy |
600
+158
| +36% | +$1.47K | ﹤0.01% | 722 |
|
|
2024
Q4 | $4.97K | Sell |
442
-19
| -4% | -$214 | ﹤0.01% | 741 |
|
|
2024
Q3 | $5.54K | Hold |
461
| – | – | ﹤0.01% | 682 |
|
|
2024
Q2 | $4.76K | Sell |
461
-182
| -28% | -$1.88K | ﹤0.01% | 672 |
|
|
2024
Q1 | $10.1K | Sell |
643
-1,887
| -75% | -$29.7K | ﹤0.01% | 550 |
|
|
2023
Q4 | $64.1K | Buy |
2,530
+3
| +0.1% | +$76 | 0.03% | 301 |
|
|
2023
Q3 | $70.6K | Buy |
2,527
+152
| +6% | +$4.25K | 0.04% | 247 |
|
|
2023
Q2 | $80.8K | Buy |
2,375
+227
| +11% | +$7.72K | 0.05% | 223 |
|
|
2023
Q1 | $73.7K | Buy |
+2,148
| New | +$73.7K | 0.04% | 221 |
|