Foundations Investment Advisors’s Compass Minerals CMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-7,280
| Closed | -$250K | – | 579 |
|
|
2023
Q1 | $250K | Buy |
7,280
+981
| +16% | +$33.6K | 0.01% | 432 |
|
|
2022
Q4 | $258K | Buy |
+6,299
| New | +$258K | 0.01% | 368 |
|
|
2018
Q3 | – | Sell |
-3,698
| Closed | -$243K | – | 101 |
|
|
2018
Q2 | $243K | Buy |
+3,698
| New | +$243K | 0.06% | 79 |
|