SWM
CMPS

Spire Wealth Management’s Compass Pathways CMPS Stock Holding History

Spire Wealth Management’s Portfolio CMPS Stock Details CMPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-18,790
Closed -$118K – 2453
2024
Q3 		$118K Buy
+18,790
New +$118K ﹤0.01% 863
2021
Q3 		– Sell
-175
Closed -$7K – 2571
2021
Q2 		$7K Sell
175
-5
-3% -$200 ﹤0.01% 2220
2021
Q1 		$7K Buy
+180
New +$7K ﹤0.01% 2511