J.P. Morgan Private Wealth Advisors’s Compass Minerals CMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,241
| Closed | -$329K | – | 1936 |
|
|
2022
Q1 | $329K | Sell |
5,241
-370
| -7% | -$23.2K | ﹤0.01% | 1712 |
|
|
2021
Q4 | $287K | Sell |
5,611
-3,073
| -35% | -$157K | ﹤0.01% | 1760 |
|
|
2021
Q3 | $559K | Sell |
8,684
-72
| -0.8% | -$4.64K | ﹤0.01% | 1461 |
|
|
2021
Q2 | $519K | Sell |
8,756
-820
| -9% | -$48.6K | ﹤0.01% | 1466 |
|
|
2021
Q1 | $601K | Buy |
9,576
+479
| +5% | +$30.1K | ﹤0.01% | 1245 |
|
|
2020
Q4 | $561K | Buy |
9,097
+262
| +3% | +$16.2K | ﹤0.01% | 1249 |
|
|
2020
Q3 | $524K | Buy |
8,835
+278
| +3% | +$16.5K | ﹤0.01% | 1127 |
|
|
2020
Q2 | $417K | Buy |
+8,557
| New | +$417K | ﹤0.01% | 1183 |
|