PA
Planning Alternatives’s Compass COMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Sell |
169,560
-11,026
| -6% | -$69.2K | 0.15% | 31 |
|
|
2025
Q1 | $1.58M | Buy |
180,586
+66,921
| +59% | +$584K | 0.24% | 24 |
|
|
2024
Q4 | $665K | Sell |
113,665
-50,000
| -31% | -$293K | 0.1% | 34 |
|
|
2024
Q3 | $1,000K | Hold |
163,665
| – | – | 0.15% | 29 |
|
|
2024
Q2 | $589K | Buy |
163,665
+22,732
| +16% | +$81.8K | 0.1% | 34 |
|
|
2024
Q1 | $507K | Buy |
140,933
+105,700
| +300% | +$381K | 0.08% | 37 |
|
|
2023
Q4 | $132K | Buy |
+35,233
| New | +$132K | 0.02% | 49 |
|