Mariner Independent Advisor Network’s Compass Minerals CMP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-12,902
Closed -$674K 511
2021
Q4
$674K Sell
12,902
-9,406
-42% -$491K 0.03% 372
2021
Q3
$1.43M Sell
22,308
-8,795
-28% -$562K 0.07% 286
2021
Q2
$1.84M Buy
31,103
+1,324
+4% +$78.5K 0.08% 251
2021
Q1
$1.87M Buy
29,779
+304
+1% +$19.1K 0.1% 213
2020
Q4
$1.82M Buy
29,475
+5,894
+25% +$364K 0.1% 217
2020
Q3
$1.4M Sell
23,581
-1,769
-7% -$105K 0.12% 183
2020
Q2
$1.25M Buy
+25,350
New +$1.25M 0.11% 192
2020
Q1
Sell
-17,262
Closed -$1.05M 358
2019
Q4
$1.05M Sell
17,262
-20,006
-54% -$1.22M 0.08% 243
2019
Q3
$2M Sell
37,268
-95
-0.3% -$5.11K 0.15% 151
2019
Q2
$2.1M Buy
37,363
+5,384
+17% +$302K 0.16% 145
2019
Q1
$1.76M Sell
31,979
-45
-0.1% -$2.48K 0.15% 156
2018
Q4
$1.42M Buy
+32,024
New +$1.42M 0.13% 179