Kays Financial Advisory’s Compass Minerals CMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-11,939
| Closed | -$810K | – | 76 |
|
|
2017
Q1 | $810K | Buy |
11,939
+890
| +8% | +$60.4K | 0.29% | 50 |
|
|
2016
Q4 | $865K | Buy |
11,049
+1,042
| +10% | +$81.6K | 0.34% | 49 |
|
|
2016
Q3 | $738K | Buy |
10,007
+1,778
| +22% | +$131K | 0.31% | 47 |
|
|
2016
Q2 | $611K | Buy |
8,229
+1,051
| +15% | +$78K | 0.27% | 50 |
|
|
2016
Q1 | $509K | Buy |
7,178
+417
| +6% | +$29.6K | 0.25% | 49 |
|
|
2015
Q4 | $509K | Buy |
6,761
+648
| +11% | +$48.8K | 0.26% | 45 |
|
|
2015
Q3 | $479K | Buy |
6,113
+1,660
| +37% | +$130K | 0.27% | 44 |
|
|
2015
Q2 | $366K | Buy |
+4,453
| New | +$366K | 0.21% | 48 |
|