Personal CFO Solutions’s Compass Minerals CMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-6,322
| Closed | -$244K | – | 464 |
|
|
2022
Q3 | $244K | Buy |
6,322
+381
| +6% | +$14.7K | 0.06% | 303 |
|
|
2022
Q2 | $210K | Buy |
5,941
+260
| +5% | +$9.19K | 0.05% | 381 |
|
|
2022
Q1 | $357K | Buy |
5,681
+579
| +11% | +$36.4K | 0.07% | 278 |
|
|
2021
Q4 | $261K | Buy |
5,102
+224
| +5% | +$11.5K | 0.05% | 364 |
|
|
2021
Q3 | $314K | Buy |
4,878
+81
| +2% | +$5.21K | 0.06% | 280 |
|
|
2021
Q2 | $284K | Buy |
4,797
+219
| +5% | +$13K | 0.06% | 303 |
|
|
2021
Q1 | $287K | Hold |
4,578
| – | – | 0.06% | 271 |
|
|
2020
Q4 | $283K | Buy |
4,578
+1,000
| +28% | +$61.8K | 0.07% | 257 |
|
|
2020
Q3 | $0 | Buy |
+3,578
| New | – | ﹤0.01% | 174 |
|