Independent Advisor Alliance’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 |
-43,253
| Closed | -$2.72M | – | 637 |
|
|
2022
Q1 | $2.72M | Buy |
43,253
+1,488
| +4% | +$93.4K | 0.13% | 141 |
|
|
2021
Q4 | $2.13M | Buy |
41,765
+8,921
| +27% | +$456K | 0.11% | 156 |
|
|
2021
Q3 | $2.12M | Buy |
+32,844
| New | +$2.12M | 0.12% | 156 |
|
|
2021
Q2 | – | Sell |
-3,382
| Closed | -$212K | – | 624 |
|
|
2021
Q1 | $212K | Sell |
3,382
-1,033
| -23% | -$64.8K | 0.01% | 552 |
|
|
2020
Q4 | $272K | Sell |
4,415
-488
| -10% | -$30.1K | 0.02% | 446 |
|
|
2020
Q3 | $291K | Sell |
4,903
-124
| -2% | -$7.36K | 0.02% | 392 |
|
|
2020
Q2 | $245K | Sell |
5,027
-293
| -6% | -$14.3K | 0.03% | 393 |
|
|
2020
Q1 | $205K | Buy |
5,320
+2,016
| +61% | +$77.7K | 0.03% | 358 |
|
|
2019
Q4 | $201K | Sell |
3,304
-557
| -14% | -$33.9K | 0.01% | 821 |
|
|
2019
Q3 | $218K | Buy |
+3,861
| New | +$218K | 0.03% | 403 |
|