Pathstone Family Office’s Compass Minerals CMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,289
| Closed | -$219K | – | 964 |
|
|
2021
Q4 | $219K | Buy |
+4,289
| New | +$219K | 0.01% | 814 |
|
|
2020
Q3 | – | Sell |
-2,250
| Closed | -$110K | – | 825 |
|
|
2020
Q2 | $110K | Hold |
2,250
| – | – | 0.01% | 219 |
|
|
2020
Q1 | $87K | Buy |
+2,250
| New | +$87K | 0.01% | 239 |
|
|
2014
Q1 | – | Sell |
-630
| Closed | -$50K | – | 192 |
|
|
2013
Q4 | $50K | Buy |
+630
| New | +$50K | 0.11% | 51 |
|
|
2013
Q3 | – | Sell |
-500
| Closed | -$42K | – | 322 |
|
|
2013
Q2 | $42K | Buy |
+500
| New | +$42K | 0.05% | 127 |
|