Steward Partners Investment Advisory’s Compass Minerals CMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-200
| Closed | -$3.15K | – | 3624 |
|
|
2024
Q1 | $3.15K | Hold |
200
| – | – | ﹤0.01% | 3179 |
|
|
2023
Q4 | $5.06K | Hold |
200
| – | – | ﹤0.01% | 2954 |
|
|
2023
Q3 | $5.59K | Hold |
200
| – | – | ﹤0.01% | 2786 |
|
|
2023
Q2 | $6.8K | Hold |
200
| – | – | ﹤0.01% | 2691 |
|
|
2023
Q1 | $6.86K | Hold |
200
| – | – | ﹤0.01% | 2678 |
|
|
2022
Q4 | $8.2K | Sell |
200
-49
| -20% | -$2.01K | ﹤0.01% | 2600 |
|
|
2022
Q3 | $10K | Hold |
249
| – | – | ﹤0.01% | 2524 |
|
|
2022
Q2 | $9K | Hold |
249
| – | – | ﹤0.01% | 2542 |
|
|
2022
Q1 | $16K | Buy |
249
+49
| +25% | +$3.15K | ﹤0.01% | 2462 |
|
|
2021
Q4 | $10K | Sell |
200
-1,148
| -85% | -$57.4K | ﹤0.01% | 2584 |
|
|
2021
Q3 | $87K | Buy |
1,348
+497
| +58% | +$32.1K | ﹤0.01% | 1611 |
|
|
2021
Q2 | $50K | Buy |
851
+600
| +239% | +$35.3K | ﹤0.01% | 3426 |
|
|
2021
Q1 | $15.7K | Hold |
251
| – | – | ﹤0.01% | 2579 |
|
|
2020
Q4 | $15K | Sell |
251
-501
| -67% | -$29.9K | ﹤0.01% | 2151 |
|
|
2020
Q3 | $45K | Hold |
752
| – | – | ﹤0.01% | 1544 |
|
|
2020
Q2 | $37K | Buy |
752
+50
| +7% | +$2.46K | ﹤0.01% | 1539 |
|
|
2020
Q1 | $27K | Buy |
702
+1
| +0.1% | +$38 | ﹤0.01% | 1490 |
|
|
2019
Q4 | $42K | Hold |
701
| – | – | ﹤0.01% | 1471 |
|
|
2019
Q3 | $39K | Hold |
701
| – | – | ﹤0.01% | 1455 |
|
|
2019
Q2 | $38K | Buy |
+701
| New | +$38K | ﹤0.01% | 1437 |
|
|
2018
Q4 | – | Sell |
-200
| Closed | -$13K | – | 1000 |
|
|
2018
Q3 | $13K | Hold |
200
| – | – | ﹤0.01% | 1755 |
|
|
2018
Q2 | $13K | Hold |
200
| – | – | ﹤0.01% | 1642 |
|
|
2018
Q1 | $12K | Hold |
200
| – | – | ﹤0.01% | 1513 |
|
|
2017
Q4 | $14K | Buy |
+200
| New | +$14K | ﹤0.01% | 1232 |
|