Coppell Advisory Solutions’s Compass COMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-100
| Closed | -$579 | – | 618 |
|
|
2024
Q4 | $579 | Hold |
100
| – | – | ﹤0.01% | 1739 |
|
|
2024
Q3 | $627 | Hold |
100
| – | – | ﹤0.01% | 1640 |
|
|
2024
Q2 | $360 | Buy |
+100
| New | +$360 | ﹤0.01% | 1612 |
|
|
2023
Q4 | $376 | Hold |
100
| – | – | ﹤0.01% | 1546 |
|
|
2023
Q3 | $233 | Hold |
100
| – | – | ﹤0.01% | 1097 |
|
|
2023
Q2 | $358 | Buy |
+100
| New | +$358 | ﹤0.01% | 1269 |
|
|
2023
Q1 | – | Sell |
-100
| Closed | -$233 | – | 373 |
|
|
2022
Q4 | $233 | Buy |
+100
| New | +$233 | ﹤0.01% | 1098 |
|