CWM
Compass Wealth Management’s Cintas CTAS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-130
| Closed | -$62.5K | – | 387 |
|
2023
Q3 | $62.5K | Hold |
130
| – | – | 0.02% | 219 |
|
2023
Q2 | $64.6K | Hold |
130
| – | – | 0.02% | 222 |
|
2023
Q1 | $60.1K | Sell |
130
-38
| -23% | -$17.6K | 0.02% | 224 |
|
2022
Q4 | $75.9K | Buy |
+168
| New | +$75.9K | 0.02% | 200 |
|