Regal Investment Advisors’s Compass Minerals CMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-23,880
| Closed | -$845K | – | 484 |
|
|
2022
Q2 | $845K | Sell |
23,880
-417
| -2% | -$14.8K | 0.09% | 212 |
|
|
2022
Q1 | $1.53M | Sell |
24,297
-472
| -2% | -$29.6K | 0.14% | 150 |
|
|
2021
Q4 | $1.27M | Buy |
24,769
+7,287
| +42% | +$372K | 0.11% | 198 |
|
|
2021
Q3 | $1.13M | Buy |
17,482
+5,244
| +43% | +$338K | 0.11% | 205 |
|
|
2021
Q2 | $725K | Buy |
+12,238
| New | +$725K | 0.07% | 273 |
|
|
2021
Q1 | – | Sell |
-20,978
| Closed | -$1.3M | – | 85 |
|
|
2020
Q4 | $1.3M | Buy |
+20,978
| New | +$1.3M | 0.15% | 150 |
|
|
2020
Q1 | – | Sell |
-32,702
| Closed | -$1.99M | – | 67 |
|
|
2019
Q4 | $1.99M | Sell |
32,702
-650
| -2% | -$39.6K | 0.36% | 90 |
|
|
2019
Q3 | $1.88M | Sell |
33,352
-1,153
| -3% | -$65.1K | 0.37% | 92 |
|
|
2019
Q2 | $1.9M | Buy |
+34,505
| New | +$1.9M | 0.37% | 90 |
|
|
2018
Q3 | – | Sell |
-22,682
| Closed | -$1.49M | – | 323 |
|
|
2018
Q2 | $1.49M | Sell |
22,682
-4,426
| -16% | -$291K | 0.45% | 77 |
|
|
2018
Q1 | $1.64M | Sell |
27,108
-581
| -2% | -$35K | 0.36% | 89 |
|
|
2017
Q4 | $2M | Sell |
27,689
-6
| -0% | -$434 | 0.45% | 76 |
|
|
2017
Q3 | $1.8M | Sell |
27,695
-3,601
| -12% | -$234K | 0.42% | 84 |
|
|
2017
Q2 | $2.04M | Buy |
+31,296
| New | +$2.04M | 0.51% | 74 |
|