Sowell Financial Services’s Compass Minerals CMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,774
| Closed | -$194K | – | 930 |
|
|
2021
Q1 | $194K | Sell |
2,774
-1,029
| -27% | -$72K | 0.01% | 1070 |
|
|
2020
Q4 | $235K | Buy |
3,803
+131
| +4% | +$8.1K | 0.01% | 782 |
|
|
2020
Q3 | $218K | Hold |
3,672
| – | – | 0.01% | 701 |
|
|
2020
Q2 | $179K | Buy |
3,672
+3,638
| +10,700% | +$177K | 0.01% | 760 |
|
|
2020
Q1 | $1K | Sell |
34
-12,768
| -100% | -$376K | ﹤0.01% | 2207 |
|
|
2019
Q4 | $780K | Sell |
12,802
-20,522
| -62% | -$1.25M | 0.06% | 322 |
|
|
2019
Q3 | $1.88M | Buy |
+33,324
| New | +$1.88M | 0.16% | 138 |
|