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