IFP Advisors’s Compass Pathways CMPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10
| Closed | -$83 | – | 3247 |
|
|
2024
Q1 | $83 | Hold |
10
| – | – | ﹤0.01% | 3069 |
|
|
2023
Q4 | $88 | Sell |
10
-125
| -93% | -$1.1K | ﹤0.01% | 2976 |
|
|
2023
Q3 | $999 | Hold |
135
| – | – | ﹤0.01% | 2998 |
|
|
2023
Q2 | $1.12K | Hold |
135
| – | – | ﹤0.01% | 3056 |
|
|
2023
Q1 | $3.92K | Sell |
135
-57
| -30% | -$1.65K | ﹤0.01% | 2667 |
|
|
2022
Q4 | $7K | Sell |
192
-310
| -62% | -$11.3K | ﹤0.01% | 3585 |
|
|
2022
Q3 | $16K | Hold |
502
| – | – | ﹤0.01% | 3274 |
|
|
2022
Q2 | $16K | Hold |
502
| – | – | ﹤0.01% | 3019 |
|
|
2022
Q1 | $16K | Buy |
502
+117
| +30% | +$3.73K | ﹤0.01% | 3019 |
|
|
2021
Q4 | $10K | Buy |
385
+10
| +3% | +$260 | ﹤0.01% | 2170 |
|
|
2021
Q3 | $11K | Hold |
375
| – | – | ﹤0.01% | 2174 |
|
|
2021
Q2 | $15K | Buy |
375
+250
| +200% | +$10K | ﹤0.01% | 2049 |
|
|
2021
Q1 | $5K | Buy |
+125
| New | +$5K | ﹤0.01% | 2382 |
|