Cherrydale Wealth Management’s Compass COMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $81.6K | Hold |
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|
2025
Q1 | $113K | Sell |
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|
2024
Q4 | $122K | Hold |
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|
2024
Q3 | $127K | Hold |
|
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|
2024
Q2 | $74.9K | Hold |
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|
2024
Q1 | $74.9K | Hold |
|
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|
2023
Q4 | $78.2K | Sell |
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|
2023
Q3 | $60.8K | Hold |
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|
2023
Q2 | $73.4K | Hold |
|
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|
2023
Q1 | $67.7K | Hold |
|
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|
2022
Q4 | $48.8K | Sell |
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|
2022
Q3 | $101K | Hold |
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|
2022
Q2 | $156K | Hold |
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|
2022
Q1 | $341K | Sell |
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|
2021
Q4 | $526K | Buy |
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