CPA
BP icon

Compass Planning Associates’s BP BP Stock Holding History

Compass Planning Associates’s Portfolio BP Stock Details BP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$25.2K Buy
844
+14
+2% +$419 0.02% 74
2025
Q1 		$28.1K Buy
830
+11
+1% +$372 0.03% 73
2024
Q4 		$24.2K Buy
+819
New +$24.2K 0.02% 80