LGWM

Litman Gregory Wealth Management’s Compass Minerals CMP Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-113	Closed	-$7K	–	90
2021 Q1	$7K	Hold	113	–	–	﹤0.01%	155
2020 Q4	$7K	Hold	113	–	–	﹤0.01%	156
2020 Q3	$7K	Hold	113	–	–	﹤0.01%	157
2020 Q2	$6K	Hold	113	–	–	﹤0.01%	141
2020 Q1	$4K	Hold	113	–	–	﹤0.01%	140
2019 Q4	$7K	Hold	113	–	–	﹤0.01%	158
2019 Q3	$6K	Hold	113	–	–	﹤0.01%	148
2019 Q2	$6K	Hold	113	–	–	﹤0.01%	164
2019 Q1	$6K	Hold	113	–	–	﹤0.01%	116
2018 Q4	$5K	Hold	113	–	–	﹤0.01%	128
2018 Q3	$8K	Hold	113	–	–	﹤0.01%	93
2018 Q2	$7K	Hold	113	–	–	﹤0.01%	80
2018 Q1	$7K	Hold	113	–	–	﹤0.01%	143
2017 Q4	$8	Hold	113	–	–	﹤0.01%	67
2017 Q3	$7K	Hold	113	–	–	﹤0.01%	69
2017 Q2	$7K	Buy	+113	New	+$7K	﹤0.01%	45