Dynamic Advisor Solutions’s Compass Minerals CMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-28,607
| Closed | -$1.92M | – | 398 |
|
|
2018
Q3 | $1.92M | Sell |
28,607
-205
| -0.7% | -$13.8K | 0.4% | 73 |
|
|
2018
Q2 | $1.9M | Sell |
28,812
-622
| -2% | -$40.9K | 0.43% | 65 |
|
|
2018
Q1 | $1.78M | Buy |
29,434
+2,469
| +9% | +$149K | 0.46% | 67 |
|
|
2017
Q4 | $1.95M | Buy |
26,965
+85
| +0.3% | +$6.14K | 0.64% | 46 |
|
|
2017
Q3 | $1.75M | Sell |
26,880
-563
| -2% | -$36.5K | 0.69% | 45 |
|
|
2017
Q2 | $1.79M | Buy |
+27,443
| New | +$1.79M | 0.69% | 42 |
|