CFA
Compass Financial Advisors’s Sprout Social SPT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-14,206
| Closed | -$865K | – | 94 |
|
|
2023
Q1 | $865K | Sell |
14,206
-155
| -1% | -$9.44K | 1.1% | 28 |
|
|
2022
Q4 | $811K | Buy |
14,361
+310
| +2% | +$17.5K | 1.09% | 26 |
|
|
2022
Q3 | $853K | Sell |
14,051
-700
| -5% | -$42.5K | 1.27% | 21 |
|
|
2022
Q2 | $857K | Buy |
14,751
+138
| +0.9% | +$8.02K | 1.17% | 25 |
|
|
2022
Q1 | $1.17M | Buy |
14,613
+2,846
| +24% | +$228K | 1.29% | 17 |
|
|
2021
Q4 | $1.07M | Buy |
+11,767
| New | +$1.07M | 1.18% | 15 |
|