CPA
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Compass Planning Associates’s Ford F Stock Holding History

Compass Planning Associates’s Portfolio F Stock Details F Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$24.1K Buy
2,218
+32
+1% +$347 0.02% 77
2025
Q1 		$21.9K Buy
+2,186
New +$21.9K 0.02% 81