CPIA
Cornell Pochily Investment Advisors’s Compass Minerals CMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-8,402
| Closed | -$541K | – | 164 |
|
|
2021
Q3 | $541K | Buy |
8,402
+1,138
| +16% | +$73.3K | 0.23% | 100 |
|
|
2021
Q2 | $430K | Buy |
7,264
+554
| +8% | +$32.8K | 0.19% | 112 |
|
|
2021
Q1 | $421K | Buy |
6,710
+928
| +16% | +$58.2K | 0.2% | 105 |
|
|
2020
Q4 | $357K | Buy |
5,782
+51
| +0.9% | +$3.15K | 0.17% | 115 |
|
|
2020
Q3 | $340K | Buy |
5,731
+56
| +1% | +$3.32K | 0.2% | 106 |
|
|
2020
Q2 | $277K | Sell |
5,675
-146
| -3% | -$7.13K | 0.17% | 111 |
|
|
2020
Q1 | $224K | Sell |
5,821
-80
| -1% | -$3.08K | 0.17% | 114 |
|
|
2019
Q4 | $360K | Buy |
5,901
+3
| +0.1% | +$183 | 0.21% | 105 |
|
|
2019
Q3 | $333K | Buy |
5,898
+528
| +10% | +$29.8K | 0.21% | 104 |
|
|
2019
Q2 | $295 | Buy |
5,370
+694
| +15% | +$38 | 0.07% | 122 |
|
|
2019
Q1 | $254K | Buy |
+4,676
| New | +$254K | 0.17% | 113 |
|