CPA
Clear Perspective Advisors’s Compass Minerals CMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,324
| Closed | -$73K | – | 156 |
|
|
2019
Q2 | $73K | Buy |
+1,324
| New | +$73K | 0.05% | 159 |
|
|
2018
Q4 | – | Sell |
-5,391
| Closed | -$362K | – | 136 |
|
|
2018
Q3 | $362K | Sell |
5,391
-1,259
| -19% | -$84.5K | 0.27% | 102 |
|
|
2018
Q2 | $437K | Sell |
6,650
-2,060
| -24% | -$135K | 0.31% | 88 |
|
|
2018
Q1 | $525K | Sell |
8,710
-341
| -4% | -$20.6K | 0.39% | 74 |
|
|
2017
Q4 | $654K | Buy |
9,051
+21
| +0.2% | +$1.52K | 0.5% | 54 |
|
|
2017
Q3 | $586K | Buy |
9,030
+1,145
| +15% | +$74.3K | 0.48% | 56 |
|
|
2017
Q2 | $515K | Sell |
7,885
-415
| -5% | -$27.1K | 0.43% | 60 |
|
|
2017
Q1 | $563K | Buy |
8,300
+30
| +0.4% | +$2.04K | 0.37% | 57 |
|
|
2016
Q4 | $648K | Buy |
+8,270
| New | +$648K | 0.43% | 55 |
|