First Personal Financial Services’s Compass Minerals CMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.13K | Hold |
260
| – | – | ﹤0.01% | 350 |
|
|
2024
Q2 | $2.69K | Hold |
260
| – | – | ﹤0.01% | 325 |
|
|
2024
Q1 | $4.09K | Hold |
260
| – | – | ﹤0.01% | 316 |
|
|
2023
Q4 | $6.58K | Hold |
260
| – | – | ﹤0.01% | 325 |
|
|
2023
Q3 | $7.27K | Hold |
260
| – | – | ﹤0.01% | 321 |
|
|
2023
Q2 | $8.84K | Hold |
260
| – | – | ﹤0.01% | 316 |
|
|
2023
Q1 | $8.92K | Hold |
260
| – | – | ﹤0.01% | 330 |
|
|
2022
Q4 | $10.7K | Hold |
260
| – | – | ﹤0.01% | 323 |
|
|
2022
Q3 | $10K | Hold |
260
| – | – | ﹤0.01% | 339 |
|
|
2022
Q2 | $9K | Sell |
260
-300
| -54% | -$10.4K | ﹤0.01% | 285 |
|
|
2022
Q1 | $35K | Hold |
560
| – | – | 0.01% | 219 |
|
|
2021
Q4 | $29K | Hold |
560
| – | – | 0.01% | 226 |
|
|
2021
Q3 | $36K | Buy |
560
+110
| +24% | +$7.07K | 0.01% | 212 |
|
|
2021
Q2 | $27K | Sell |
450
-100
| -18% | -$6K | 0.01% | 233 |
|
|
2021
Q1 | $34K | Sell |
550
-734
| -57% | -$45.4K | 0.01% | 212 |
|
|
2020
Q4 | $79K | Sell |
1,284
-66
| -5% | -$4.06K | 0.02% | 153 |
|
|
2020
Q3 | $80K | Hold |
1,350
| – | – | 0.03% | 154 |
|
|
2020
Q2 | $66K | Sell |
1,350
-77
| -5% | -$3.76K | 0.02% | 169 |
|
|
2020
Q1 | $55K | Sell |
1,427
-500
| -26% | -$19.3K | 0.02% | 172 |
|
|
2019
Q4 | $117K | Sell |
1,927
-250
| -11% | -$15.2K | 0.04% | 142 |
|
|
2019
Q3 | $123K | Sell |
2,177
-950
| -30% | -$53.7K | 0.04% | 162 |
|
|
2019
Q2 | $172K | Sell |
3,127
-300
| -9% | -$16.5K | 0.05% | 172 |
|
|
2019
Q1 | $186K | Sell |
3,427
-240
| -7% | -$13K | 0.06% | 163 |
|
|
2018
Q4 | $153K | Sell |
3,667
-1,094
| -23% | -$45.6K | 0.05% | 166 |
|
|
2018
Q3 | $320K | Sell |
4,761
-850
| -15% | -$57.1K | 0.1% | 136 |
|
|
2018
Q2 | $369K | Sell |
5,611
-540
| -9% | -$35.5K | 0.12% | 131 |
|
|
2018
Q1 | $371K | Sell |
6,151
-100
| -2% | -$6.03K | 0.08% | 166 |
|
|
2017
Q4 | $452K | Hold |
6,251
| – | – | 0.09% | 161 |
|
|
2017
Q3 | $406K | Sell |
6,251
-800
| -11% | -$52K | 0.09% | 156 |
|
|
2017
Q2 | $460K | Sell |
7,051
-910
| -11% | -$59.4K | 0.1% | 146 |
|
|
2017
Q1 | $540K | Sell |
7,961
-529
| -6% | -$35.9K | 0.13% | 122 |
|
|
2016
Q4 | $665K | Sell |
8,490
-232
| -3% | -$18.2K | 0.18% | 107 |
|
|
2016
Q3 | $643K | Sell |
8,722
-266
| -3% | -$19.6K | 0.19% | 103 |
|
|
2016
Q2 | $667K | Sell |
8,988
-450
| -5% | -$33.4K | 0.23% | 95 |
|
|
2016
Q1 | $669K | Sell |
9,438
-650
| -6% | -$46.1K | 0.33% | 74 |
|
|
2015
Q4 | $759K | Sell |
10,088
-821
| -8% | -$61.8K | 0.43% | 65 |
|
|
2015
Q3 | $855K | Sell |
10,909
-100
| -0.9% | -$7.84K | 0.51% | 63 |
|
|
2015
Q2 | $905K | Sell |
11,009
-625
| -5% | -$51.4K | 0.54% | 64 |
|
|
2015
Q1 | $1.09M | Sell |
11,634
-1,023
| -8% | -$95.4K | 0.66% | 55 |
|
|
2014
Q4 | $1.1M | Buy |
+12,657
| New | +$1.1M | 0.64% | 57 |
|