CWM
Compass Wealth Management’s Nasdaq NDAQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-315
| Closed | -$23.9K | – | 313 |
|
|
2025
Q1 | $23.9K | Hold |
315
| – | – | 0.01% | 313 |
|
|
2024
Q4 | $24.4K | Hold |
315
| – | – | 0.01% | 307 |
|
|
2024
Q3 | $23K | Hold |
315
| – | – | 0.01% | 317 |
|
|
2024
Q2 | $19K | Hold |
315
| – | – | ﹤0.01% | 331 |
|
|
2024
Q1 | $19.9K | Hold |
315
| – | – | 0.01% | 322 |
|
|
2023
Q4 | $18.3K | Hold |
315
| – | – | 0.01% | 321 |
|
|
2023
Q3 | $15.3K | Hold |
315
| – | – | ﹤0.01% | 333 |
|
|
2023
Q2 | $15.7K | Hold |
315
| – | – | ﹤0.01% | 343 |
|
|
2023
Q1 | $17.2K | Hold |
315
| – | – | 0.01% | 337 |
|
|
2022
Q4 | $19.3K | Buy |
+315
| New | +$19.3K | 0.01% | 321 |
|