CWM
Compass Wealth Management’s Spirit AeroSystems SPR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-1,000
| Closed | -$34.5K | – | 369 |
|
2025
Q1 | $34.5K | Hold |
1,000
| – | – | 0.01% | 279 |
|
2024
Q4 | $34.1K | Hold |
1,000
| – | – | 0.01% | 278 |
|
2024
Q3 | $32.5K | Hold |
1,000
| – | – | 0.01% | 293 |
|
2024
Q2 | $32.9K | Hold |
1,000
| – | – | 0.01% | 289 |
|
2024
Q1 | $36.1K | Sell |
1,000
-21,210
| -95% | -$765K | 0.01% | 279 |
|
2023
Q4 | $706K | Sell |
22,210
-41,575
| -65% | -$1.32M | 0.2% | 98 |
|
2023
Q3 | $1.03M | Sell |
63,785
-1,475
| -2% | -$23.8K | 0.32% | 83 |
|
2023
Q2 | $1.9M | Buy |
65,260
+29,775
| +84% | +$869K | 0.58% | 57 |
|
2023
Q1 | $1.23M | Buy |
35,485
+23,225
| +189% | +$802K | 0.39% | 77 |
|
2022
Q4 | $363K | Buy |
+12,260
| New | +$363K | 0.12% | 119 |
|