Joel Isaacson & Co’s Compass COMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $388K | Hold |
61,730
| – | – | 0.02% | 288 |
|
|
2025
Q1 | $539K | Hold |
61,730
| – | – | 0.02% | 231 |
|
|
2024
Q4 | $361K | Hold |
61,730
| – | – | 0.02% | 270 |
|
|
2024
Q3 | $377K | Hold |
61,730
| – | – | 0.02% | 258 |
|
|
2024
Q2 | $222K | Hold |
61,730
| – | – | 0.01% | 314 |
|
|
2024
Q1 | $222K | Hold |
61,730
| – | – | 0.01% | 311 |
|
|
2023
Q4 | $232K | Hold |
61,730
| – | – | 0.01% | 279 |
|
|
2023
Q3 | $179K | Hold |
61,730
| – | – | 0.01% | 293 |
|
|
2023
Q2 | $216K | Hold |
61,730
| – | – | 0.01% | 296 |
|
|
2023
Q1 | $199K | Hold |
61,730
| – | – | 0.01% | 308 |
|
|
2022
Q4 | $144K | Hold |
61,730
| – | – | 0.01% | 310 |
|
|
2022
Q3 | $143K | Hold |
61,730
| – | – | 0.01% | 288 |
|
|
2022
Q2 | $223K | Hold |
61,730
| – | – | 0.02% | 269 |
|
|
2022
Q1 | $369K | Hold |
61,730
| – | – | 0.03% | 221 |
|
|
2021
Q4 | $561K | Buy |
+61,730
| New | +$561K | 0.04% | 170 |
|