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Retirement Planning Company of New England’s Compass COMP Stock Holding History

Retirement Planning Company of New England’s Portfolio COMP Stock Details COMP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-36,387
Closed -$286K – 216
2022
Q1 		$286K Buy
36,387
+13,208
+57% +$104K 0.16% 173
2021
Q4 		$210K Buy
+23,179
New +$210K 0.1% 211