FFA
First Foundation Advisors’s Compass Minerals CMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-48,101
| Closed | -$1.34M | – | 437 |
|
|
2023
Q3 | $1.34M | Buy |
+48,101
| New | +$1.34M | 0.06% | 159 |
|
|
2022
Q4 | – | Sell |
-18,764
| Closed | -$722K | – | 403 |
|
|
2022
Q3 | $722K | Sell |
18,764
-7,262
| -28% | -$279K | 0.04% | 196 |
|
|
2022
Q2 | $921K | Buy |
+26,026
| New | +$921K | 0.04% | 180 |
|
|
2022
Q1 | – | Sell |
-35,146
| Closed | -$1.8M | – | 432 |
|
|
2021
Q4 | $1.8M | Buy |
35,146
+19,592
| +126% | +$1M | 0.06% | 149 |
|
|
2021
Q3 | $1M | Buy |
15,554
+7,015
| +82% | +$452K | 0.04% | 197 |
|
|
2021
Q2 | $506K | Buy |
+8,539
| New | +$506K | 0.02% | 283 |
|
|
2019
Q4 | – | Sell |
-5,101
| Closed | -$288K | – | 354 |
|
|
2019
Q3 | $288K | Buy |
+5,101
| New | +$288K | 0.02% | 291 |
|
|
2017
Q3 | – | Sell |
-5,745
| Closed | -$375K | – | 315 |
|
|
2017
Q2 | $375K | Buy |
+5,745
| New | +$375K | 0.02% | 229 |
|
|
2014
Q2 | – | Sell |
-5,856
| Closed | -$483K | – | 246 |
|
|
2014
Q1 | $483K | Buy |
5,856
+1,714
| +41% | +$141K | 0.06% | 109 |
|
|
2013
Q4 | $332K | Buy |
+4,142
| New | +$332K | 0.04% | 138 |
|