TWA
TCI Wealth Advisors’s Compass Minerals CMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1
| Closed | -$35 | – | 604 |
|
|
2023
Q1 | $35 | Sell |
1
-1
| -50% | -$35 | ﹤0.01% | 2462 |
|
|
2022
Q4 | $82 | Buy |
2
+1
| +100% | +$41 | ﹤0.01% | 2406 |
|
|
2022
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 2288 |
|
|
2021
Q4 | – | Sell |
-55
| Closed | -$4K | – | 2323 |
|
|
2021
Q3 | $4K | Buy |
+55
| New | +$4K | ﹤0.01% | 1702 |
|
|
2021
Q2 | – | Sell |
-29
| Closed | -$2K | – | 2317 |
|
|
2021
Q1 | $2K | Buy |
+29
| New | +$2K | ﹤0.01% | 1681 |
|
|
2019
Q1 | – | Sell |
-8
| Closed | – | – | 1415 |
|
|
2018
Q4 | $0 | Buy |
+8
| New | – | ﹤0.01% | 1458 |
|
|
2018
Q1 | – | Sell |
-64
| Closed | -$5K | – | 1355 |
|
|
2017
Q4 | $5K | Hold |
64
| – | – | ﹤0.01% | 772 |
|
|
2017
Q3 | $4K | Sell |
64
-1,039
| -94% | -$64.9K | ﹤0.01% | 763 |
|
|
2017
Q2 | $72K | Buy |
1,103
+1,000
| +971% | +$65.3K | 0.04% | 257 |
|
|
2017
Q1 | $7K | Buy |
103
+64
| +164% | +$4.35K | ﹤0.01% | 641 |
|
|
2016
Q4 | $3K | Buy |
+39
| New | +$3K | ﹤0.01% | 898 |
|