Kestra Advisory Services’s Compass Minerals CMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-35,424
| Closed | -$990K | – | 2285 |
|
|
2023
Q3 | $990K | Buy |
+35,424
| New | +$990K | 0.01% | 1002 |
|
|
2021
Q4 | – | Sell |
-4,385
| Closed | -$282K | – | 2045 |
|
|
2021
Q3 | $282K | Buy |
+4,385
| New | +$282K | ﹤0.01% | 1716 |
|
|
2021
Q1 | – | Sell |
-4,854
| Closed | -$298K | – | 1884 |
|
|
2020
Q4 | $298K | Buy |
+4,854
| New | +$298K | ﹤0.01% | 1476 |
|