Investment Partners’s Compass Minerals CMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-3,435
| Closed | -$248K | – | 153 |
|
|
2017
Q4 | $248K | Buy |
3,435
+205
| +6% | +$14.8K | 0.18% | 123 |
|
|
2017
Q3 | $210K | Sell |
3,230
-194
| -6% | -$12.6K | 0.18% | 113 |
|
|
2017
Q2 | $224K | Buy |
3,424
+5
| +0.1% | +$327 | 0.2% | 107 |
|
|
2017
Q1 | $232K | Sell |
3,419
-995
| -23% | -$67.5K | 0.22% | 101 |
|
|
2016
Q4 | $346K | Sell |
4,414
-675
| -13% | -$52.9K | 0.34% | 77 |
|
|
2016
Q3 | $375K | Buy |
5,089
+685
| +16% | +$50.5K | 0.21% | 110 |
|
|
2016
Q2 | $327K | Buy |
+4,404
| New | +$327K | 0.33% | 81 |
|