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Values First Advisors’s Compass COMP Stock Holding History

Values First Advisors’s Portfolio COMP Stock Details COMP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-62,285
Closed -$490K – 160
2022
Q1 		$490K Buy
62,285
+17,926
+40% +$141K 0.31% 92
2021
Q4 		$403K Buy
44,359
+20,914
+89% +$190K 0.24% 109
2021
Q3 		$311K Buy
+23,445
New +$311K 0.2% 125