JP Morgan Private Wealth Advisors’s Compass COMP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$56.2K Hold
2023
Q2
$67.8K Sell
2023
Q1
$923K Hold
2022
Q4
$666K Sell
2022
Q3
$713K Sell
2022
Q2
$1.15M Sell
2022
Q1
$2.51M Sell
2021
Q4
$3.09M Buy
2021
Q3
$267K Buy