Strategic Wealth Partners’s Compass Minerals CMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-137
| Closed | -$7 | – | 196 |
|
|
2019
Q3 | $7 | Sell |
137
-181
| -57% | -$9 | ﹤0.01% | 608 |
|
|
2019
Q2 | $17K | Sell |
318
-136
| -30% | -$7.27K | 0.01% | 381 |
|
|
2019
Q1 | $25K | Sell |
454
-47
| -9% | -$2.59K | 0.01% | 317 |
|
|
2018
Q4 | $22K | Sell |
501
-65
| -11% | -$2.85K | 0.01% | 320 |
|
|
2018
Q3 | $38K | Sell |
566
-175
| -24% | -$11.7K | 0.02% | 249 |
|
|
2018
Q2 | $49K | Sell |
741
-7,573
| -91% | -$501K | 0.03% | 260 |
|
|
2018
Q1 | $501K | Sell |
8,314
-2,089
| -20% | -$126K | 0.26% | 114 |
|
|
2017
Q4 | $685K | Buy |
+10,403
| New | +$685K | 0.38% | 96 |
|