IFP Advisors’s Compass COMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.74K | Buy |
+378
| New | +$2.74K | ﹤0.01% | 3741 |
|
|
2025
Q1 | – | Sell |
-45
| Closed | -$263 | – | 4396 |
|
|
2024
Q4 | $263 | Buy |
+45
| New | +$263 | ﹤0.01% | 3611 |
|
|
2022
Q4 | – | Sell |
-195
| Closed | -$4K | – | 4640 |
|
|
2022
Q3 | $4K | Hold |
195
| – | – | ﹤0.01% | 4109 |
|
|
2022
Q2 | $4K | Hold |
195
| – | – | ﹤0.01% | 3871 |
|
|
2022
Q1 | $4K | Sell |
195
-1,491
| -88% | -$30.6K | ﹤0.01% | 3871 |
|
|
2021
Q4 | $17K | Buy |
+1,686
| New | +$17K | ﹤0.01% | 1972 |
|