Plante Moran Financial Advisors’s Compass Minerals CMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-45
| Closed | -$2K | – | 769 |
|
|
2020
Q1 | $2K | Buy |
+45
| New | +$2K | ﹤0.01% | 644 |
|
|
2019
Q4 | – | Sell |
-101
| Closed | -$6K | – | 770 |
|
|
2019
Q3 | $6K | Hold |
101
| – | – | ﹤0.01% | 659 |
|
|
2019
Q2 | $6K | Hold |
101
| – | – | ﹤0.01% | 613 |
|
|
2019
Q1 | $5K | Buy |
+101
| New | +$5K | ﹤0.01% | 631 |
|
|
2015
Q1 | – | Sell |
-85
| Closed | -$7K | – | 727 |
|
|
2014
Q4 | $7K | Hold |
85
| – | – | 0.01% | 599 |
|
|
2014
Q3 | $7K | Hold |
85
| – | – | 0.01% | 612 |
|
|
2014
Q2 | $8K | Hold |
85
| – | – | 0.01% | 580 |
|
|
2014
Q1 | $7K | Hold |
85
| – | – | 0.01% | 427 |
|
|
2013
Q4 | $7K | Hold |
85
| – | – | ﹤0.01% | 500 |
|
|
2013
Q3 | $6K | Hold |
85
| – | – | ﹤0.01% | 459 |
|
|
2013
Q2 | $7K | Buy |
+85
| New | +$7K | 0.01% | 399 |
|