Private Wealth Management Group’s Compass COMP Stock Holding History

Private Wealth Management Group’s Portfolio COMP Stock Details COMP Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$9.33K	Hold
2025 Q2	$7.3K	Hold
2025 Q1	$10.1K	Hold
2024 Q4	$6.8K	Hold
2024 Q3	$7.1K	Hold
2024 Q2	$4.18K	Hold
2024 Q1	$4.18K	Hold
2023 Q4	$4.37K	Buy