Continuum Advisory’s Compass Minerals CMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-30
| Closed | -$279 | – | 623 |
|
|
2025
Q1 | $279 | Sell |
30
-42
| -58% | -$391 | ﹤0.01% | 1613 |
|
|
2024
Q4 | $810 | Sell |
72
-63
| -47% | -$709 | ﹤0.01% | 1653 |
|
|
2024
Q3 | $1.62K | Buy |
135
+42
| +45% | +$504 | ﹤0.01% | 1509 |
|
|
2024
Q2 | $961 | Hold |
93
| – | – | ﹤0.01% | 1481 |
|
|
2024
Q1 | $1.19K | Buy |
+93
| New | +$1.19K | ﹤0.01% | 1434 |
|
|
2023
Q3 | – | Sell |
-6,918
| Closed | -$235K | – | 454 |
|
|
2023
Q2 | $235K | Buy |
6,918
+147
| +2% | +$5K | 0.04% | 406 |
|
|
2023
Q1 | $232K | Buy |
6,771
+134
| +2% | +$4.6K | 0.04% | 392 |
|
|
2022
Q4 | $272K | Buy |
6,637
+1,116
| +20% | +$45.8K | 0.05% | 355 |
|
|
2022
Q3 | $213K | Buy |
+5,521
| New | +$213K | 0.04% | 378 |
|
|
2018
Q4 | – | Sell |
-4,210
| Closed | -$283K | – | 160 |
|
|
2018
Q3 | $283K | Sell |
4,210
-598
| -12% | -$40.2K | 0.19% | 113 |
|
|
2018
Q2 | $316K | Sell |
4,808
-661
| -12% | -$43.4K | 0.23% | 102 |
|
|
2018
Q1 | $330K | Sell |
5,469
-792
| -13% | -$47.8K | 0.28% | 96 |
|
|
2017
Q4 | $452K | Buy |
6,261
+233
| +4% | +$16.8K | 0.35% | 80 |
|
|
2017
Q3 | $391K | Sell |
6,028
-344
| -5% | -$22.3K | 0.34% | 87 |
|
|
2017
Q2 | $416K | Buy |
6,372
+1,963
| +45% | +$128K | 0.41% | 73 |
|
|
2017
Q1 | $299K | Buy |
+4,409
| New | +$299K | 0.36% | 79 |
|