Summit Securities Group’s Compass Minerals CMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-9,059
| Closed | -$94K | – | 503 |
|
|
2024
Q2 | $94K | Buy |
+9,059
| New | +$94K | 0.02% | 133 |
|
|
2023
Q4 | – | Sell |
-2,000
| Closed | -$56K | – | 502 |
|
|
2023
Q3 | $56K | Buy |
+2,000
| New | +$56K | 0.01% | 127 |
|
|
2014
Q2 | – | Sell |
-2,500
| Closed | -$206K | – | 488 |
|
|
2014
Q1 | $206K | Buy |
+2,500
| New | +$206K | 0.12% | 93 |
|