Disciplined Investments’s Compass Minerals CMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6
| Closed | -$204 | – | 385 |
|
|
2023
Q2 | $204 | Buy |
6
+1
| +20% | +$34 | ﹤0.01% | 1491 |
|
|
2023
Q1 | $171 | Sell |
5
-2
| -29% | -$68 | ﹤0.01% | 1509 |
|
|
2022
Q4 | $287 | Buy |
7
+1
| +17% | +$41 | ﹤0.01% | 1349 |
|
|
2022
Q3 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1281 |
|
|
2022
Q2 | – | Sell |
-5
| Closed | – | – | 1309 |
|
|
2022
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1373 |
|
|
2020
Q1 | – | Sell |
-40
| Closed | -$2K | – | 428 |
|
|
2019
Q4 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 380 |
|