Clearstead Advisors’s Compass Minerals CMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-324
| Closed | -$13.3K | – | 1376 |
|
|
2022
Q4 | $13.3K | Hold |
324
| – | – | ﹤0.01% | 868 |
|
|
2022
Q3 | $12K | Hold |
324
| – | – | ﹤0.01% | 854 |
|
|
2022
Q2 | $11K | Hold |
324
| – | – | ﹤0.01% | 907 |
|
|
2022
Q1 | $20K | Hold |
324
| – | – | ﹤0.01% | 866 |
|
|
2021
Q4 | $17K | Sell |
324
-583
| -64% | -$30.6K | ﹤0.01% | 843 |
|
|
2021
Q3 | $58K | Buy |
907
+327
| +56% | +$20.9K | ﹤0.01% | 581 |
|
|
2021
Q2 | $34K | Buy |
580
+256
| +79% | +$15K | ﹤0.01% | 619 |
|
|
2021
Q1 | $20K | Hold |
324
| – | – | ﹤0.01% | 674 |
|
|
2020
Q4 | $20K | Hold |
324
| – | – | ﹤0.01% | 631 |
|
|
2020
Q3 | $19K | Hold |
324
| – | – | ﹤0.01% | 589 |
|
|
2020
Q2 | $16K | Buy |
+324
| New | +$16K | ﹤0.01% | 547 |
|