JFS Wealth Advisors’s Compass Minerals CMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2
| Closed | -$51 | – | 2009 |
|
|
2023
Q4 | $51 | Sell |
2
-1
| -33% | -$26 | ﹤0.01% | 1976 |
|
|
2023
Q3 | $84 | Sell |
3
-15
| -83% | -$420 | ﹤0.01% | 1915 |
|
|
2023
Q2 | $612 | Buy |
18
+13
| +260% | +$442 | ﹤0.01% | 1723 |
|
|
2023
Q1 | $172 | Sell |
5
-18
| -78% | -$619 | ﹤0.01% | 1839 |
|
|
2022
Q4 | $943 | Buy |
23
+1
| +5% | +$41 | ﹤0.01% | 1618 |
|
|
2022
Q3 | $1K | Buy |
22
+10
| +83% | +$455 | ﹤0.01% | 1510 |
|
|
2022
Q2 | $0 | Sell |
12
-5
| -29% | – | ﹤0.01% | 1775 |
|
|
2022
Q1 | $1K | Buy |
17
+10
| +143% | +$588 | ﹤0.01% | 1602 |
|
|
2021
Q4 | $0 | Sell |
7
-193
| -97% | – | ﹤0.01% | 1733 |
|
|
2021
Q3 | $13K | Hold |
200
| – | – | ﹤0.01% | 601 |
|
|
2021
Q2 | $12K | Buy |
+200
| New | +$12K | ﹤0.01% | 422 |
|
|
2020
Q3 | – | Sell |
-9
| Closed | – | – | 563 |
|
|
2020
Q2 | $0 | Sell |
9
-10
| -53% | – | ﹤0.01% | 533 |
|
|
2020
Q1 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 467 |
|