Montecito Bank & Trust’s Compass Minerals CMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-8,800
| Closed | -$553K | – | 243 |
|
|
2022
Q1 | $553K | Hold |
8,800
| – | – | 0.1% | 177 |
|
|
2021
Q4 | $450K | Hold |
8,800
| – | – | 0.08% | 200 |
|
|
2021
Q3 | $567K | Hold |
8,800
| – | – | 0.11% | 170 |
|
|
2021
Q2 | $521K | Hold |
8,800
| – | – | 0.1% | 174 |
|
|
2021
Q1 | $552K | Hold |
8,800
| – | – | 0.11% | 161 |
|
|
2020
Q4 | $543K | Buy |
+8,800
| New | +$543K | 0.12% | 147 |
|