Essex Financial Services’s Compass COMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $228K | Buy |
|
|||||
|
2025
Q2 | $178K | Sell |
|
|||||
|
2025
Q1 | $248K | Sell |
|
|||||
|
2024
Q4 | $166K | Buy |
|
|||||
|
2024
Q3 | $162K | Buy |
|
|||||
|
2024
Q2 | $120K | Sell |
|
|||||
|
2024
Q1 | $100K | Buy |
|
|||||
|
2023
Q4 | $104K | Hold |
|
|||||
|
2023
Q3 | $80.2K | Hold |
|
|||||
|
2023
Q2 | $96.8K | Hold |
|
|||||
|
2023
Q1 | $89.3K | Hold |
|
|||||
|
2022
Q4 | $64K | Hold |
|
|||||
|
2022
Q3 | $64K | Hold |
|
|||||
|
2022
Q2 | $100K | Hold |
|
|||||
|
2022
Q1 | $217K | Hold |
|
|||||
|
2021
Q4 | $251K | Buy |
|