MWPCG
Measured Wealth Private Client Group’s Compass Minerals CMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-7,730
| Closed | -$425K | – | 151 |
|
|
2019
Q2 | $425K | Sell |
7,730
-2,375
| -24% | -$131K | 0.25% | 82 |
|
|
2019
Q1 | $549K | Buy |
10,105
+4,520
| +81% | +$246K | 0.34% | 60 |
|
|
2018
Q4 | $233K | Sell |
5,585
-1,035
| -16% | -$43.2K | 0.21% | 85 |
|
|
2018
Q3 | $445K | Buy |
6,620
+1,080
| +19% | +$72.6K | 0.27% | 58 |
|
|
2018
Q2 | $364K | Buy |
+5,540
| New | +$364K | 0.3% | 71 |
|