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