Level Four 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,767
| Closed | -$229K | – | 499 |
|
|
2019
Q4 | $229K | Sell |
3,767
-378
| -9% | -$23K | 0.01% | 511 |
|
|
2019
Q3 | $234K | Sell |
4,145
-282
| -6% | -$15.9K | 0.02% | 443 |
|
|
2019
Q2 | $243K | Sell |
4,427
-466
| -10% | -$25.6K | 0.02% | 458 |
|
|
2019
Q1 | $266K | Sell |
4,893
-44
| -0.9% | -$2.39K | 0.03% | 437 |
|
|
2018
Q4 | $206K | Buy |
4,937
+61
| +1% | +$2.55K | 0.03% | 478 |
|
|
2018
Q3 | $328K | Sell |
4,876
-980
| -17% | -$65.9K | 0.04% | 441 |
|
|
2018
Q2 | $385K | Sell |
5,856
-274
| -4% | -$18K | 0.03% | 423 |
|
|
2018
Q1 | $370K | Buy |
6,130
+178
| +3% | +$10.7K | 0.03% | 401 |
|
|
2017
Q4 | $430K | Buy |
+5,952
| New | +$430K | 0.03% | 385 |
|