Global Retirement Partners’s Compass Minerals CMP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.79K | Buy |
+288
| New | +$5.79K | ﹤0.01% | 2842 |
|
2024
Q4 | – | Sell |
-955
| Closed | -$11.5K | – | 3668 |
|
2024
Q3 | $11.5K | Hold |
955
| – | – | ﹤0.01% | 2236 |
|
2024
Q2 | $9.87K | Buy |
955
+871
| +1,037% | +$9K | ﹤0.01% | 2327 |
|
2024
Q1 | $1.32K | Sell |
84
-12,188
| -99% | -$191K | ﹤0.01% | 2894 |
|
2023
Q4 | $239K | Sell |
12,272
-82
| -0.7% | -$1.6K | 0.01% | 690 |
|
2023
Q3 | $329K | Sell |
12,354
-834
| -6% | -$22.2K | 0.02% | 533 |
|
2023
Q2 | $448K | Buy |
13,188
+2,021
| +18% | +$68.7K | 0.02% | 465 |
|
2023
Q1 | $358K | Buy |
11,167
+2,287
| +26% | +$73.2K | 0.02% | 504 |
|
2022
Q4 | $364K | Sell |
8,880
-4,178
| -32% | -$171K | 0.03% | 430 |
|
2022
Q3 | $516K | Buy |
13,058
+1,061
| +9% | +$41.9K | 0.04% | 359 |
|
2022
Q2 | $425K | Buy |
11,997
+235
| +2% | +$8.33K | 0.03% | 381 |
|
2022
Q1 | $519K | Buy |
+11,762
| New | +$519K | 0.04% | 348 |
|
2021
Q4 | – | Sell |
-5,819
| Closed | -$375K | – | 508 |
|
2021
Q3 | $375K | Buy |
5,819
+175
| +3% | +$11.3K | 0.04% | 347 |
|
2021
Q2 | $334K | Buy |
5,644
+280
| +5% | +$16.6K | 0.03% | 363 |
|
2021
Q1 | $336K | Buy |
5,364
+167
| +3% | +$10.5K | 0.04% | 323 |
|
2020
Q4 | $321K | Sell |
5,197
-56
| -1% | -$3.46K | 0.04% | 307 |
|
2020
Q3 | $312K | Buy |
5,253
+104
| +2% | +$6.18K | 0.05% | 289 |
|
2020
Q2 | $251K | Buy |
5,149
+508
| +11% | +$24.8K | 0.04% | 315 |
|
2020
Q1 | $179K | Buy |
4,641
+202
| +5% | +$7.79K | 0.03% | 333 |
|
2019
Q4 | $271K | Sell |
4,439
-1,344
| -23% | -$82.1K | 0.04% | 325 |
|
2019
Q3 | $327K | Buy |
5,783
+1,823
| +46% | +$103K | 0.05% | 282 |
|
2019
Q2 | $218K | Buy |
3,960
+190
| +5% | +$10.5K | 0.04% | 332 |
|
2019
Q1 | $205K | Buy |
3,770
+593
| +19% | +$32.2K | 0.05% | 300 |
|
2018
Q4 | $132K | Sell |
3,177
-52
| -2% | -$2.16K | 0.03% | 343 |
|
2018
Q3 | $217K | Sell |
3,229
-2,433
| -43% | -$164K | 0.05% | 285 |
|
2018
Q2 | $372K | Sell |
5,662
-4
| -0.1% | -$263 | 0.09% | 203 |
|
2018
Q1 | $342K | Buy |
5,666
+1,029
| +22% | +$62.1K | 0.09% | 205 |
|
2017
Q4 | $335K | Buy |
4,637
+333
| +8% | +$24.1K | 0.09% | 193 |
|
2017
Q3 | $279K | Buy |
4,304
+504
| +13% | +$32.7K | 0.12% | 179 |
|
2017
Q2 | $248K | Buy |
3,800
+1,280
| +51% | +$83.5K | 0.12% | 171 |
|
2017
Q1 | $171K | Buy |
2,520
+982
| +64% | +$66.6K | 0.1% | 204 |
|
2016
Q4 | $121K | Buy |
+1,538
| New | +$121K | 0.08% | 215 |
|