Compass Wealth Management’s Energizer ENR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-647
| Closed | -$20.5K | – | 389 |
|
|
2023
Q4 | $20.5K | Hold |
647
| – | – | 0.01% | 311 |
|
|
2023
Q3 | $20.7K | Sell |
647
-10,600
| -94% | -$340K | 0.01% | 313 |
|
|
2023
Q2 | $378K | Buy |
11,247
+500
| +5% | +$16.8K | 0.11% | 122 |
|
|
2023
Q1 | $373K | Sell |
10,747
-2,250
| -17% | -$78.1K | 0.12% | 123 |
|
|
2022
Q4 | $436K | Buy |
+12,997
| New | +$436K | 0.14% | 114 |
|