EWM
Evermay Wealth Management’s Compass COMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-420
| Closed | -$1.51K | – | 613 |
|
|
2024
Q1 | $1.51K | Hold |
420
| – | – | ﹤0.01% | 554 |
|
|
2023
Q4 | $1.58K | Hold |
420
| – | – | ﹤0.01% | 529 |
|
|
2023
Q3 | $1.22K | Hold |
420
| – | – | ﹤0.01% | 520 |
|
|
2023
Q2 | $1.47K | Hold |
420
| – | – | ﹤0.01% | 507 |
|
|
2023
Q1 | $1.36K | Hold |
420
| – | – | ﹤0.01% | 493 |
|
|
2022
Q4 | $979 | Hold |
420
| – | – | ﹤0.01% | 515 |
|
|
2022
Q3 | $1K | Hold |
420
| – | – | ﹤0.01% | 491 |
|
|
2022
Q2 | $2K | Buy |
+420
| New | +$2K | ﹤0.01% | 473 |
|