Cobblestone Capital Advisors’s Compass Minerals CMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-4,245
| Closed | -$256K | – | 244 |
|
|
2018
Q1 | $256K | Buy |
+4,245
| New | +$256K | 0.03% | 212 |
|
|
2017
Q4 | – | Sell |
-3,565
| Closed | -$231K | – | 245 |
|
|
2017
Q3 | $231K | Sell |
3,565
-85
| -2% | -$5.51K | 0.03% | 183 |
|
|
2017
Q2 | $238K | Buy |
3,650
+585
| +19% | +$38.1K | 0.03% | 179 |
|
|
2017
Q1 | $208K | Buy |
+3,065
| New | +$208K | 0.03% | 179 |
|