FinTrust Capital Advisors’s Compass Minerals CMP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-1,160
| Closed | -$75K | – | 1190 |
|
2021
Q3 | $75K | Hold |
1,160
| – | – | 0.02% | 476 |
|
2021
Q2 | $69K | Hold |
1,160
| – | – | 0.02% | 497 |
|
2021
Q1 | $73K | Hold |
1,160
| – | – | 0.02% | 471 |
|
2020
Q4 | $72K | Hold |
1,160
| – | – | 0.02% | 433 |
|
2020
Q3 | $69 | Sell |
1,160
-399
| -26% | -$24 | 0.01% | 430 |
|
2020
Q2 | $76K | Sell |
1,559
-1,135
| -42% | -$55.3K | 0.03% | 397 |
|
2020
Q1 | $104K | Sell |
2,694
-7,014
| -72% | -$271K | 0.05% | 286 |
|
2019
Q4 | $592K | Sell |
9,708
-1,097
| -10% | -$66.9K | 0.24% | 95 |
|
2019
Q3 | $610K | Buy |
10,805
+249
| +2% | +$14.1K | 0.21% | 87 |
|
2019
Q2 | $581K | Buy |
10,556
+9,327
| +759% | +$513K | 0.23% | 96 |
|
2019
Q1 | $67K | Buy |
+1,229
| New | +$67K | 0.03% | 338 |
|