Lee Financial’s Compass Minerals CMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,000
| Closed | -$42K | – | 517 |
|
|
2018
Q4 | $42K | Buy |
+1,000
| New | +$42K | 0.01% | 188 |
|
|
2017
Q4 | – | Sell |
-85
| Closed | -$6K | – | 475 |
|
|
2017
Q3 | $6K | Hold |
85
| – | – | ﹤0.01% | 399 |
|
|
2017
Q2 | $6K | Hold |
85
| – | – | ﹤0.01% | 383 |
|
|
2017
Q1 | $6K | Hold |
85
| – | – | ﹤0.01% | 336 |
|
|
2016
Q4 | $7K | Buy |
+85
| New | +$7K | ﹤0.01% | 341 |
|