Soltis 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-23,646
| Closed | -$1.52M | – | 262 |
|
|
2021
Q3 | $1.52M | Buy |
23,646
+1,446
| +7% | +$93.1K | 0.24% | 87 |
|
|
2021
Q2 | $1.32M | Buy |
22,200
+3,584
| +19% | +$212K | 0.21% | 98 |
|
|
2021
Q1 | $1.17M | Buy |
18,616
+3,346
| +22% | +$210K | 0.21% | 93 |
|
|
2020
Q4 | $942K | Buy |
15,270
+2,713
| +22% | +$167K | 0.17% | 95 |
|
|
2020
Q3 | $745K | Sell |
12,557
-234
| -2% | -$13.9K | 0.18% | 100 |
|
|
2020
Q2 | $624K | Buy |
12,791
+2,952
| +30% | +$144K | 0.16% | 99 |
|
|
2020
Q1 | $378K | Buy |
9,839
+1,586
| +19% | +$60.9K | 0.12% | 97 |
|
|
2019
Q4 | $503K | Buy |
+8,253
| New | +$503K | 0.1% | 87 |
|