FFM
Forum Financial Management’s Compass COMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $113K | Buy |
+17,998
| New | +$113K | ﹤0.01% | 929 |
|
|
2023
Q4 | – | Sell |
-14,403
| Closed | -$41.8K | – | 694 |
|
|
2023
Q3 | $41.8K | Hold |
14,403
| – | – | ﹤0.01% | 632 |
|
|
2023
Q2 | $50.4K | Hold |
14,403
| – | – | ﹤0.01% | 650 |
|
|
2023
Q1 | $46.5K | Hold |
14,403
| – | – | ﹤0.01% | 612 |
|
|
2022
Q4 | $33.6K | Hold |
14,403
| – | – | ﹤0.01% | 588 |
|
|
2022
Q3 | $33K | Buy |
+14,403
| New | +$33K | ﹤0.01% | 537 |
|