Sigma Planning Corp’s Compass Minerals CMP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-3,635
| Closed | -$244K | – | 852 |
|
2018
Q3 | $244K | Buy |
3,635
+253
| +7% | +$17K | 0.01% | 786 |
|
2018
Q2 | $222K | Buy |
3,382
+3
| +0.1% | +$197 | 0.01% | 777 |
|
2018
Q1 | $204K | Sell |
3,379
-14
| -0.4% | -$845 | 0.01% | 767 |
|
2017
Q4 | $245K | Buy |
+3,393
| New | +$245K | 0.02% | 686 |
|