Montag & Associates’s Compass Minerals CMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-500
| Closed | -$18K | – | 871 |
|
|
2022
Q2 | $18K | Hold |
500
| – | – | ﹤0.01% | 647 |
|
|
2022
Q1 | $31K | Hold |
500
| – | – | ﹤0.01% | 625 |
|
|
2021
Q4 | $26K | Hold |
500
| – | – | ﹤0.01% | 650 |
|
|
2021
Q3 | $32K | Hold |
500
| – | – | ﹤0.01% | 622 |
|
|
2021
Q2 | $30K | Hold |
500
| – | – | ﹤0.01% | 611 |
|
|
2021
Q1 | $31K | Hold |
500
| – | – | ﹤0.01% | 614 |
|
|
2020
Q4 | $31K | Buy |
+500
| New | +$31K | ﹤0.01% | 589 |
|