KLI
Kelman-Lazarov Inc’s Compass Minerals CMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-8,813
| Closed | -$367K | – | 98 |
|
|
2018
Q4 | $367K | Sell |
8,813
-8,426
| -49% | -$351K | 0.23% | 73 |
|
|
2018
Q3 | $1.16M | Sell |
17,239
-6,138
| -26% | -$412K | 0.68% | 41 |
|
|
2018
Q2 | $1.54M | Sell |
23,377
-2,025
| -8% | -$133K | 0.83% | 34 |
|
|
2018
Q1 | $1.53M | Sell |
25,402
-3,267
| -11% | -$197K | 0.82% | 35 |
|
|
2017
Q4 | $2.07M | Buy |
28,669
+1,055
| +4% | +$76.2K | 1.06% | 28 |
|
|
2017
Q3 | $1.79M | Buy |
27,614
+6,449
| +30% | +$419K | 0.95% | 32 |
|
|
2017
Q2 | $1.38M | Buy |
21,165
+2,175
| +11% | +$142K | 0.76% | 42 |
|
|
2017
Q1 | $1.29M | Sell |
18,990
-675
| -3% | -$45.8K | 0.83% | 40 |
|
|
2016
Q4 | $1.54M | Buy |
19,665
+1,175
| +6% | +$92.1K | 0.87% | 32 |
|
|
2016
Q3 | $1.36M | Buy |
18,490
+1,025
| +6% | +$75.3K | 0.77% | 41 |
|
|
2016
Q2 | $1.3M | Buy |
17,465
+350
| +2% | +$26.1K | 0.74% | 44 |
|
|
2016
Q1 | $1.21M | Buy |
+17,115
| New | +$1.21M | 0.71% | 46 |
|