Cerity Partners’s Compass Minerals CMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-212
| Closed | -$827K | – | 1695 |
|
|
2023
Q1 | $827K | Buy |
+212
| New | +$827K | ﹤0.01% | 1066 |
|
|
2018
Q2 | – | Sell |
-4,036
| Closed | -$243K | – | 543 |
|
|
2018
Q1 | $243K | Buy |
4,036
+313
| +8% | +$18.8K | 0.02% | 471 |
|
|
2017
Q4 | $269K | Buy |
3,723
+241
| +7% | +$17.4K | 0.02% | 469 |
|
|
2017
Q3 | $226K | Buy |
+3,482
| New | +$226K | 0.02% | 506 |
|