CFA
Capstone Financial Advisors’s Compass COMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10,000
| Closed | -$36K | – | 160 |
|
|
2024
Q2 | $36K | Hold |
10,000
| – | – | ﹤0.01% | 154 |
|
|
2024
Q1 | $36K | Hold |
10,000
| – | – | ﹤0.01% | 145 |
|
|
2023
Q4 | $37.6K | Hold |
10,000
| – | – | ﹤0.01% | 147 |
|
|
2023
Q3 | $29K | Hold |
10,000
| – | – | ﹤0.01% | 139 |
|
|
2023
Q2 | $35K | Hold |
10,000
| – | – | ﹤0.01% | 137 |
|
|
2023
Q1 | $32.3K | Hold |
10,000
| – | – | ﹤0.01% | 132 |
|
|
2022
Q4 | $23.3K | Hold |
10,000
| – | – | ﹤0.01% | 132 |
|
|
2022
Q3 | $23K | Hold |
10,000
| – | – | ﹤0.01% | 130 |
|
|
2022
Q2 | $36K | Hold |
10,000
| – | – | ﹤0.01% | 129 |
|
|
2022
Q1 | $79K | Buy |
+10,000
| New | +$79K | 0.01% | 128 |
|