SWA
SFMG Wealth Advisors’s Compass Minerals CMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-11,405
| Closed | -$858K | – | 102 |
|
|
2015
Q4 | $858K | Buy |
11,405
+180
| +2% | +$13.5K | 0.2% | 55 |
|
|
2015
Q3 | $880K | Sell |
11,225
-225
| -2% | -$17.6K | 0.21% | 54 |
|
|
2015
Q2 | $941K | Sell |
11,450
-13,375
| -54% | -$1.1M | 0.21% | 53 |
|
|
2015
Q1 | $2.31M | Buy |
24,825
+12,175
| +96% | +$1.13M | 0.19% | 46 |
|
|
2014
Q4 | $1.1M | Buy |
+12,650
| New | +$1.1M | 0.24% | 50 |
|