EP Wealth Advisors’s Compass Minerals CMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,586
| Closed | -$225K | – | 648 |
|
|
2022
Q1 | $225K | Buy |
+3,586
| New | +$225K | ﹤0.01% | 549 |
|
|
2021
Q4 | – | Sell |
-4,680
| Closed | -$301K | – | 549 |
|
|
2021
Q3 | $301K | Sell |
4,680
-904
| -16% | -$58.1K | 0.01% | 427 |
|
|
2021
Q2 | $331K | Sell |
5,584
-1,545
| -22% | -$91.6K | 0.01% | 422 |
|
|
2021
Q1 | $447K | Sell |
7,129
-541
| -7% | -$33.9K | 0.01% | 346 |
|
|
2020
Q4 | $473K | Sell |
7,670
-1,164
| -13% | -$71.8K | 0.02% | 275 |
|
|
2020
Q3 | $524K | Sell |
8,834
-700
| -7% | -$41.5K | 0.02% | 221 |
|
|
2020
Q2 | $465K | Sell |
9,534
-1,484
| -13% | -$72.4K | 0.02% | 251 |
|
|
2020
Q1 | $424K | Sell |
11,018
-171
| -2% | -$6.58K | 0.02% | 268 |
|
|
2019
Q4 | $682K | Sell |
11,189
-159
| -1% | -$9.69K | 0.03% | 233 |
|
|
2019
Q3 | $641K | Buy |
11,348
+88
| +0.8% | +$4.97K | 0.03% | 206 |
|
|
2019
Q2 | $619K | Sell |
11,260
-375
| -3% | -$20.6K | 0.04% | 179 |
|
|
2019
Q1 | $633K | Buy |
11,635
+634
| +6% | +$34.5K | 0.06% | 149 |
|
|
2018
Q4 | $459K | Sell |
11,001
-926
| -8% | -$38.6K | 0.04% | 178 |
|
|
2018
Q3 | $801K | Buy |
+11,927
| New | +$801K | 0.06% | 135 |
|