Forvis Mazars Wealth Advisors’s Compass Minerals CMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7,482
| Closed | -$209K | – | 387 |
|
|
2023
Q3 | $209K | Buy |
7,482
+42
| +0.6% | +$1.17K | 0.01% | 372 |
|
|
2023
Q2 | $253K | Buy |
7,440
+31
| +0.4% | +$1.05K | 0.01% | 373 |
|
|
2023
Q1 | $254K | Buy |
7,409
+34
| +0.5% | +$1.17K | 0.01% | 362 |
|
|
2022
Q4 | $302K | Buy |
7,375
+27
| +0.4% | +$1.11K | 0.01% | 324 |
|
|
2022
Q3 | $283K | Buy |
7,348
+28
| +0.4% | +$1.08K | 0.01% | 325 |
|
|
2022
Q2 | $259K | Buy |
+7,320
| New | +$259K | 0.01% | 343 |
|