Glassman Wealth Services’s Compass Minerals CMP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-17
| Closed | -$578 | – | 2011 |
|
2023
Q2 | $578 | Buy |
+17
| New | +$578 | ﹤0.01% | 1608 |
|
2022
Q3 | – | Sell |
-11
| Closed | – | – | 1707 |
|
2022
Q2 | $0 | Sell |
11
-11
| -50% | – | ﹤0.01% | 1718 |
|
2022
Q1 | $1K | Hold |
22
| – | – | ﹤0.01% | 1356 |
|
2021
Q4 | $1K | Hold |
22
| – | – | ﹤0.01% | 1335 |
|
2021
Q3 | $1K | Hold |
22
| – | – | ﹤0.01% | 1309 |
|
2021
Q2 | $1K | Hold |
22
| – | – | ﹤0.01% | 1255 |
|
2021
Q1 | $1K | Hold |
22
| – | – | ﹤0.01% | 1217 |
|
2020
Q4 | $1K | Sell |
22
-300
| -93% | -$13.6K | ﹤0.01% | 1176 |
|
2020
Q3 | $19K | Buy |
322
+300
| +1,364% | +$17.7K | 0.01% | 455 |
|
2020
Q2 | $1K | Hold |
22
| – | – | ﹤0.01% | 982 |
|
2020
Q1 | $1K | Hold |
22
| – | – | ﹤0.01% | 827 |
|
2019
Q4 | $1K | Hold |
22
| – | – | ﹤0.01% | 878 |
|
2019
Q3 | $1K | Hold |
22
| – | – | ﹤0.01% | 803 |
|
2019
Q2 | $1K | Sell |
22
-4
| -15% | -$182 | ﹤0.01% | 815 |
|
2019
Q1 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 776 |
|
2018
Q1 | – | Sell |
-4
| Closed | – | – | 765 |
|
2017
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 689 |
|