CWM
Compass Wealth Management’s Lear LEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-395
| Closed | -$34.8K | – | 289 |
|
|
2025
Q1 | $34.8K | Hold |
395
| – | – | 0.01% | 277 |
|
|
2024
Q4 | $37.4K | Hold |
395
| – | – | 0.01% | 272 |
|
|
2024
Q3 | $43.1K | Hold |
395
| – | – | 0.01% | 265 |
|
|
2024
Q2 | $45.1K | Hold |
395
| – | – | 0.01% | 258 |
|
|
2024
Q1 | $57.2K | Hold |
395
| – | – | 0.01% | 238 |
|
|
2023
Q4 | $55.8K | Hold |
395
| – | – | 0.02% | 239 |
|
|
2023
Q3 | $53K | Sell |
395
-330
| -46% | -$44.3K | 0.02% | 229 |
|
|
2023
Q2 | $104K | Sell |
725
-2,340
| -76% | -$336K | 0.03% | 183 |
|
|
2023
Q1 | $428K | Sell |
3,065
-3,085
| -50% | -$430K | 0.14% | 119 |
|
|
2022
Q4 | $763K | Buy |
+6,150
| New | +$763K | 0.25% | 97 |
|