Lenox Wealth Management’s Compass Minerals CMP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$5K Hold
110
﹤0.01% 525
2020
Q1
$4K Hold
110
﹤0.01% 514
2019
Q4
$7K Hold
110
﹤0.01% 489
2019
Q3
$6K Hold
110
﹤0.01% 506
2019
Q2
$6K Hold
110
﹤0.01% 488
2019
Q1
$6K Hold
110
﹤0.01% 492
2018
Q4
$5K Hold
110
﹤0.01% 462
2018
Q3
$7K Hold
110
﹤0.01% 451
2018
Q2
$7K Sell
110
-150
-58% -$9.55K ﹤0.01% 401
2018
Q1
$15K Hold
260
﹤0.01% 328
2017
Q4
$19K Sell
260
-190
-42% -$13.9K 0.01% 317
2017
Q3
$29K Buy
+450
New +$29K 0.01% 279