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 |
|