SW
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Simplicity Wealth’s Compass COMP Stock Holding History

Simplicity Wealth’s Portfolio COMP Stock Details COMP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-12,263
Closed -$44.1K – 631
2024
Q2 		$44.1K Sell
12,263
-398
-3% -$1.43K ﹤0.01% 1207
2024
Q1 		$45.6K Buy
+12,661
New +$45.6K ﹤0.01% 1151