IFG Advisory’s Compass Minerals CMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,408
| Closed | -$213K | – | 474 |
|
|
2022
Q1 | $213K | Buy |
+3,408
| New | +$213K | 0.02% | 462 |
|
|
2021
Q4 | – | Sell |
-6,754
| Closed | -$434K | – | 500 |
|
|
2021
Q3 | $434K | Buy |
6,754
+23
| +0.3% | +$1.48K | 0.05% | 323 |
|
|
2021
Q2 | $398K | Sell |
6,731
-60
| -0.9% | -$3.55K | 0.04% | 336 |
|
|
2021
Q1 | $425K | Buy |
6,791
+86
| +1% | +$5.38K | 0.05% | 330 |
|
|
2020
Q4 | $413K | Sell |
6,705
-327
| -5% | -$20.1K | 0.06% | 295 |
|
|
2020
Q3 | $417K | Buy |
7,032
+21
| +0.3% | +$1.25K | 0.07% | 260 |
|
|
2020
Q2 | $341K | Sell |
7,011
-469
| -6% | -$22.8K | 0.06% | 282 |
|
|
2020
Q1 | $287K | Sell |
7,480
-528
| -7% | -$20.3K | 0.06% | 273 |
|
|
2019
Q4 | $488K | Sell |
8,008
-416
| -5% | -$25.4K | 0.09% | 238 |
|
|
2019
Q3 | $475K | Buy |
8,424
+328
| +4% | +$18.5K | 0.09% | 239 |
|
|
2019
Q2 | $444K | Sell |
8,096
-217
| -3% | -$11.9K | 0.08% | 216 |
|
|
2019
Q1 | $451K | Buy |
8,313
+181
| +2% | +$9.82K | 0.09% | 212 |
|
|
2018
Q4 | $339K | Sell |
8,132
-373
| -4% | -$15.5K | 0.08% | 230 |
|
|
2018
Q3 | $571K | Buy |
8,505
+441
| +5% | +$29.6K | 0.11% | 187 |
|
|
2018
Q2 | $530K | Buy |
8,064
+325
| +4% | +$21.4K | 0.11% | 180 |
|
|
2018
Q1 | $466K | Buy |
7,739
+1,414
| +22% | +$85.1K | 0.1% | 189 |
|
|
2017
Q4 | $457K | Buy |
+6,325
| New | +$457K | 0.1% | 191 |
|