Cetera Investment Advisers’s Compass COMP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $500K | Sell |
79,666
-4,069
| -5% | -$25.6K | ﹤0.01% | 2975 |
|
2025
Q1 | $731K | Sell |
83,735
-3,640
| -4% | -$31.8K | ﹤0.01% | 2523 |
|
2024
Q4 | $511K | Sell |
87,375
-7,380
| -8% | -$43.2K | ﹤0.01% | 2662 |
|
2024
Q3 | $579K | Sell |
94,755
-3,718
| -4% | -$22.7K | ﹤0.01% | 2531 |
|
2024
Q2 | $355K | Sell |
98,473
-905
| -0.9% | -$3.26K | ﹤0.01% | 2886 |
|
2024
Q1 | $358K | Buy |
+99,378
| New | +$358K | ﹤0.01% | 2882 |
|