HPIA
Hamilton Point Investment Advisors’s Compass Minerals CMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-18,915
| Closed | -$1.24M | – | 76 |
|
|
2017
Q2 | $1.24M | Buy |
18,915
+90
| +0.5% | +$5.88K | 0.69% | 56 |
|
|
2017
Q1 | $1.28M | Buy |
18,825
+470
| +3% | +$31.9K | 0.73% | 57 |
|
|
2016
Q4 | $1.44M | Sell |
18,355
-550
| -3% | -$43.1K | 0.89% | 54 |
|
|
2016
Q3 | $1.39M | Buy |
18,905
+1,013
| +6% | +$74.6K | 0.88% | 56 |
|
|
2016
Q2 | $1.33M | Buy |
17,892
+960
| +6% | +$71.2K | 0.87% | 58 |
|
|
2016
Q1 | $1.2M | Buy |
16,932
+126
| +0.7% | +$8.93K | 0.8% | 58 |
|
|
2015
Q4 | $1.27M | Buy |
16,806
+1,976
| +13% | +$149K | 0.88% | 57 |
|
|
2015
Q3 | $1.16M | Buy |
14,830
+865
| +6% | +$67.8K | 0.91% | 52 |
|
|
2015
Q2 | $1.15M | Buy |
+13,965
| New | +$1.15M | 0.93% | 51 |
|