CWM
Compass Wealth Management’s Cracker Barrel CBRL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-300
| Closed | -$12.6K | – | 399 |
|
|
2024
Q2 | $12.6K | Hold |
300
| – | – | ﹤0.01% | 345 |
|
|
2024
Q1 | $21.8K | Hold |
300
| – | – | 0.01% | 317 |
|
|
2023
Q4 | $23.1K | Hold |
300
| – | – | 0.01% | 301 |
|
|
2023
Q3 | $20.2K | Hold |
300
| – | – | 0.01% | 315 |
|
|
2023
Q2 | $28K | Hold |
300
| – | – | 0.01% | 295 |
|
|
2023
Q1 | $34.1K | Hold |
300
| – | – | 0.01% | 279 |
|
|
2022
Q4 | $28.4K | Buy |
+300
| New | +$28.4K | 0.01% | 287 |
|