TCI Wealth Advisors’s Compass COMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,112
| Closed | -$3.59K | – | 634 |
|
|
2023
Q1 | $3.59K | Sell |
1,112
-70
| -6% | -$226 | ﹤0.01% | 1744 |
|
|
2022
Q4 | $2.75K | Buy |
+1,182
| New | +$2.75K | ﹤0.01% | 1893 |
|
|
2022
Q3 | – | Sell |
-989
| Closed | -$4K | – | 2298 |
|
|
2022
Q2 | $4K | Buy |
+989
| New | +$4K | ﹤0.01% | 1598 |
|