Laurel Wealth Advisors (California)’s Compass Minerals CMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,999
| Closed | -$201K | – | 350 |
|
|
2018
Q3 | $201K | Buy |
+2,999
| New | +$201K | 0.05% | 366 |
|
|
2018
Q1 | – | Sell |
-3,041
| Closed | -$219K | – | 359 |
|
|
2017
Q4 | $219K | Sell |
3,041
-400
| -12% | -$28.8K | 0.06% | 313 |
|
|
2017
Q3 | $223K | Buy |
+3,441
| New | +$223K | 0.07% | 269 |
|
|
2017
Q2 | – | Sell |
-3,041
| Closed | -$206K | – | 303 |
|
|
2017
Q1 | $206K | Hold |
3,041
| – | – | 0.08% | 250 |
|
|
2016
Q4 | $238K | Buy |
+3,041
| New | +$238K | 0.11% | 203 |
|