JNBA Financial Advisors’s Compass Minerals CMP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-127	Closed	-$5.21K	–	725
2022 Q4	$5.21K	Hold	127	–	–	﹤0.01%	515
2022 Q3	$5K	Hold	127	–	–	﹤0.01%	523
2022 Q2	$4K	Hold	127	–	–	﹤0.01%	576
2022 Q1	$8K	Hold	127	–	–	﹤0.01%	510
2021 Q4	$6K	Hold	127	–	–	﹤0.01%	576
2021 Q3	$8K	Hold	127	–	–	﹤0.01%	537
2021 Q2	$8K	Hold	127	–	–	﹤0.01%	505
2021 Q1	$8K	Hold	127	–	–	﹤0.01%	488
2020 Q4	$8K	Hold	127	–	–	﹤0.01%	456
2020 Q3	$8K	Hold	127	–	–	﹤0.01%	434
2020 Q2	$6K	Hold	127	–	–	﹤0.01%	440
2020 Q1	$5K	Hold	127	–	–	﹤0.01%	440
2019 Q4	$8K	Hold	127	–	–	﹤0.01%	455
2019 Q3	$7K	Hold	127	–	–	﹤0.01%	443
2019 Q2	$7K	Sell	127 -400	-76%	-$22K	﹤0.01%	469
2019 Q1	$29K	Hold	527	–	–	0.01%	286
2018 Q4	$22K	Buy	+527	New	+$22K	0.01%	287
2018 Q3	–	Sell	-1,577	Closed	-$104K	–	527
2018 Q2	$104K	Sell	1,577 -200	-11%	-$13.2K	0.02%	172
2018 Q1	$107K	Hold	1,777	–	–	0.02%	162
2017 Q4	$128K	Hold	1,777	–	–	0.03%	155
2017 Q3	$115K	Hold	1,777	–	–	0.03%	153
2017 Q2	$116K	Buy	1,777 +1,200	+208%	+$78.3K	0.03%	156
2017 Q1	$39K	Hold	577	–	–	0.01%	223
2016 Q4	$45K	Buy	577 +211	+58%	+$16.5K	0.01%	214
2016 Q3	$27K	Buy	366 +89	+32%	+$6.57K	﹤0.01%	711
2016 Q2	$21K	Hold	277	–	–	0.01%	284
2016 Q1	$20K	Hold	277	–	–	0.01%	285
2015 Q4	$21K	Hold	277	–	–	0.01%	281
2015 Q3	$22K	Hold	277	–	–	0.01%	271
2015 Q2	$23K	Hold	277	–	–	0.01%	265
2015 Q1	$26K	Hold	277	–	–	0.01%	256
2014 Q4	$24K	Hold	277	–	–	0.01%	271
2014 Q3	$23K	Hold	277	–	–	0.01%	273
2014 Q2	$27K	Hold	277	–	–	0.01%	234
2014 Q1	$23K	Hold	277	–	–	0.01%	239
2013 Q4	$22K	Hold	277	–	–	0.01%	239
2013 Q3	$21K	Hold	277	–	–	0.01%	232
2013 Q2	$23K	Buy	+277	New	+$23K	0.02%	194