EverSource Wealth Advisors’s Compass Minerals CMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.8K | Buy |
1,037
+570
| +122% | +$11.5K | ﹤0.01% | 2249 |
|
|
2025
Q1 | $4.34K | Sell |
467
-66
| -12% | -$613 | ﹤0.01% | 2565 |
|
|
2024
Q4 | $6K | Buy |
533
+198
| +59% | +$2.23K | ﹤0.01% | 2266 |
|
|
2024
Q3 | $4.03K | Buy |
335
+224
| +202% | +$2.69K | ﹤0.01% | 2312 |
|
|
2024
Q2 | $1.48K | Sell |
111
-121
| -52% | -$1.61K | ﹤0.01% | 2642 |
|
|
2024
Q1 | $2.89K | Sell |
232
-107
| -32% | -$1.33K | ﹤0.01% | 2263 |
|
|
2023
Q4 | $8.58K | Sell |
339
-44
| -11% | -$1.11K | ﹤0.01% | 1630 |
|
|
2023
Q3 | $10.7K | Sell |
383
-208
| -35% | -$5.81K | ﹤0.01% | 1398 |
|
|
2023
Q2 | $20.1K | Buy |
591
+111
| +23% | +$3.77K | ﹤0.01% | 1151 |
|
|
2023
Q1 | $16.5K | Sell |
480
-143
| -23% | -$4.9K | ﹤0.01% | 1153 |
|
|
2022
Q4 | $25.5K | Hold |
623
| – | – | ﹤0.01% | 989 |
|
|
2022
Q3 | $24K | Buy |
+623
| New | +$24K | 0.01% | 842 |
|
|
2022
Q2 | – | Sell |
-592
| Closed | -$37K | – | 1741 |
|
|
2022
Q1 | $37K | Buy |
+592
| New | +$37K | 0.01% | 518 |
|