Integrated Wealth Management’s Compass Minerals CMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $256K | Buy |
3,780
+152
| +4% | +$10.3K | 0.09% | 208 |
|
|
2016
Q4 | $284K | Buy |
3,628
+125
| +4% | +$9.79K | 0.11% | 182 |
|
|
2016
Q3 | $258K | Buy |
3,503
+260
| +8% | +$19.1K | 0.09% | 184 |
|
|
2016
Q2 | $241K | Buy |
3,243
+1,119
| +53% | +$83.2K | 0.09% | 191 |
|
|
2016
Q1 | $151K | Buy |
2,124
+1,087
| +105% | +$77.3K | 0.06% | 234 |
|
|
2015
Q4 | $78K | Buy |
1,037
+370
| +55% | +$27.8K | 0.03% | 322 |
|
|
2015
Q3 | $52K | Buy |
667
+90
| +16% | +$7.02K | 0.02% | 380 |
|
|
2015
Q2 | $47K | Buy |
577
+40
| +7% | +$3.26K | 0.02% | 408 |
|
|
2015
Q1 | $50K | Buy |
+537
| New | +$50K | 0.02% | 388 |
|