Carroll Financial Associates’s Compass Minerals CMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $20K | Buy |
|
|||||
|
2021
Q3 | $20K | Hold |
|
|||||
|
2021
Q2 | $19K | Hold |
|
|||||
|
2021
Q1 | $20K | Hold |
|
|||||
|
2020
Q4 | $20K | Hold |
|
|||||
|
2020
Q3 | $19K | Hold |
|
|||||
|
2020
Q2 | $15K | Sell |
|
|||||
|
2020
Q1 | $16K | Hold |
|
|||||
|
2019
Q4 | $25K | Hold |
|
|||||
|
2019
Q3 | $24K | Sell |
|
|||||
|
2019
Q2 | $27K | Hold |
|
|||||
|
2019
Q1 | $26K | Sell |
|
|||||
|
2018
Q4 | $22K | Sell |
|
|||||
|
2018
Q3 | $91K | Sell |
|
|||||
|
2018
Q2 | $112K | Sell |
|
|||||
|
2018
Q1 | $121K | Sell |
|
|||||
|
2017
Q4 | $570K | Buy |
|
|||||
|
2017
Q3 | $515K | Buy |
|
|||||
|
2017
Q2 | $468K | Hold |
|
|||||
|
2017
Q1 | $486K | Sell |
|
|||||
|
2016
Q4 | $611K | Sell |
|
|||||
|
2016
Q3 | $613K | Buy |
|
|||||
|
2016
Q2 | $610K | Buy |
|
|||||
|
2016
Q1 | $538K | Buy |
|
|||||
|
2015
Q4 | $448K | Buy |
|
|||||
|
2015
Q3 | $491K | Buy |
|
|||||
|
2014
Q3 | – | Sell |
|
|||||
|
2014
Q2 | $10K | Hold |
|
|||||
|
2014
Q1 | $8K | Hold |
|
|||||
|
2013
Q4 | $8K | Hold |
|
|||||
|
2013
Q3 | $7K | Hold |
|
|||||
|
2013
Q2 | $8K | Buy |
|