CWM
Compass Wealth Management’s Global Partners GLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,000
| Closed | -$53.4K | – | 246 |
|
|
2025
Q1 | $53.4K | Hold |
1,000
| – | – | 0.01% | 238 |
|
|
2024
Q4 | $46.6K | Hold |
1,000
| – | – | 0.01% | 254 |
|
|
2024
Q3 | $46.6K | Hold |
1,000
| – | – | 0.01% | 257 |
|
|
2024
Q2 | $45.6K | Hold |
1,000
| – | – | 0.01% | 255 |
|
|
2024
Q1 | $44.4K | Hold |
1,000
| – | – | 0.01% | 258 |
|
|
2023
Q4 | $42.3K | Hold |
1,000
| – | – | 0.01% | 258 |
|
|
2023
Q3 | $35.3K | Hold |
1,000
| – | – | 0.01% | 266 |
|
|
2023
Q2 | $30.7K | Buy |
1,000
+500
| +100% | +$15.4K | 0.01% | 288 |
|
|
2023
Q1 | $15.5K | Hold |
500
| – | – | ﹤0.01% | 344 |
|
|
2022
Q4 | $17.4K | Buy |
+500
| New | +$17.4K | 0.01% | 331 |
|