Gary Goldberg Planning Services’s Compass Minerals CMP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q4 | $17K | Sell |
200
-100
| -33% | -$8.5K | 0.01% | 309 |
|
2014
Q3 | $25K | Hold |
300
| – | – | 0.01% | 296 |
|
2014
Q2 | $29K | Hold |
300
| – | – | 0.01% | 272 |
|
2014
Q1 | $25K | Hold |
300
| – | – | 0.01% | 265 |
|
2013
Q4 | $24K | Hold |
300
| – | – | 0.01% | 245 |
|
2013
Q3 | $23K | Hold |
300
| – | – | 0.01% | 244 |
|
2013
Q2 | $25K | Buy |
+300
| New | +$25K | 0.02% | 231 |
|