CWM
Compass Wealth Management’s Factset FDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-103
| Closed | -$46.8K | – | 232 |
|
|
2025
Q1 | $46.8K | Hold |
103
| – | – | 0.01% | 250 |
|
|
2024
Q4 | $49.5K | Hold |
103
| – | – | 0.01% | 243 |
|
|
2024
Q3 | $47.4K | Hold |
103
| – | – | 0.01% | 256 |
|
|
2024
Q2 | $42.1K | Hold |
103
| – | – | 0.01% | 266 |
|
|
2024
Q1 | $46.8K | Hold |
103
| – | – | 0.01% | 254 |
|
|
2023
Q4 | $49.1K | Hold |
103
| – | – | 0.01% | 247 |
|
|
2023
Q3 | $45K | Hold |
103
| – | – | 0.01% | 241 |
|
|
2023
Q2 | $41.3K | Hold |
103
| – | – | 0.01% | 258 |
|
|
2023
Q1 | $42.8K | Hold |
103
| – | – | 0.01% | 254 |
|
|
2022
Q4 | $41.3K | Buy |
+103
| New | +$41.3K | 0.01% | 251 |
|