Jones Financial Companies’s Compass COMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-311
| Closed | -$2.84K | – | 4051 |
|
|
2025
Q1 | $2.84K | Buy |
+311
| New | +$2.84K | ﹤0.01% | 3154 |
|
|
2024
Q4 | – | Sell |
-6,150
| Closed | -$38.6K | – | 3430 |
|
|
2024
Q3 | $38.6K | Sell |
6,150
-8,350
| -58% | -$52.4K | ﹤0.01% | 1732 |
|
|
2024
Q2 | $52.2K | Buy |
+14,500
| New | +$52.2K | ﹤0.01% | 1244 |
|