MGWM
Marks Group Wealth Management’s Compass Minerals CMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-24,955
| Closed | -$883K | – | 270 |
|
|
2022
Q2 | $883K | Buy |
24,955
+6,462
| +35% | +$229K | 0.13% | 173 |
|
|
2022
Q1 | $1.16M | Buy |
18,493
+6,714
| +57% | +$422K | 0.15% | 152 |
|
|
2021
Q4 | $601K | Buy |
11,779
+3,497
| +42% | +$178K | 0.07% | 215 |
|
|
2021
Q3 | $539K | Buy |
8,282
+142
| +2% | +$9.24K | 0.07% | 198 |
|
|
2021
Q2 | $482K | Buy |
8,140
+500
| +7% | +$29.6K | 0.07% | 185 |
|
|
2021
Q1 | $485K | Sell |
7,640
-482
| -6% | -$30.6K | 0.07% | 177 |
|
|
2020
Q4 | $501K | Sell |
8,122
-2,414
| -23% | -$149K | 0.08% | 173 |
|
|
2020
Q3 | $625K | Buy |
10,536
+74
| +0.7% | +$4.39K | 0.11% | 156 |
|
|
2020
Q2 | $512K | Buy |
10,462
+897
| +9% | +$43.9K | 0.1% | 159 |
|
|
2020
Q1 | $366K | Buy |
9,565
+250
| +3% | +$9.57K | 0.09% | 167 |
|
|
2019
Q4 | $568K | Buy |
+9,315
| New | +$568K | 0.11% | 162 |
|