Compass Wealth Management’s IsoPlexis Corporation Common Stock ISO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-3,665
Closed -$5.68K 424
2022
Q4
$5.68K Buy
+3,665
New +$5.5K ﹤0.01% 379

Compass Wealth Management's ISO Position: Q1 2023 in Review

Compass Wealth Management sold out of IsoPlexis Corporation Common Stock (ISO) in Q1 2023, closing a stake of 3,665 shares — an estimated $5.68K sold.

Compass Wealth Management first reported a position in ISO in Q4 2022 and held it in 1 quarter. The position peaked at $5.68K in Q4 2022. 0 funds tracked by Wall St. Rank hold ISO as of Q1 2023.

  • Compass Wealth Management reported no remaining IsoPlexis Corporation Common Stock position as of Q1 2023 after selling out during the quarter.
  • Compass Wealth Management sold 3,665 IsoPlexis Corporation Common Stock shares in Q1 2023, an estimated $5.68K.
  • Compass Wealth Management first reported a position in IsoPlexis Corporation Common Stock in Q4 2022 and held it in 1 quarter.
  • Compass Wealth Management's IsoPlexis Corporation Common Stock position peaked at $5.68K in Q4 2022.
  • 0 funds tracked by Wall St. Rank held IsoPlexis Corporation Common Stock as of Q1 2023.

Based on Compass Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.