Waddell & Reed Financial’s Compass Minerals CMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-109,946
| Closed | -$6.53M | – | 481 |
|
|
2020
Q3 | $6.53M | Sell |
109,946
-261,438
| -70% | -$15.5M | 0.02% | 415 |
|
|
2020
Q2 | $18.1M | Sell |
371,384
-24,110
| -6% | -$1.18M | 0.05% | 336 |
|
|
2020
Q1 | $15.2M | Buy |
395,494
+167,618
| +74% | +$6.45M | 0.05% | 317 |
|
|
2019
Q4 | $13.9M | Buy |
227,876
+146,700
| +181% | +$8.94M | 0.03% | 370 |
|
|
2019
Q3 | $4.59M | Buy |
+81,176
| New | +$4.59M | 0.01% | 422 |
|
|
2018
Q1 | – | Sell |
-169,065
| Closed | -$12.2M | – | 529 |
|
|
2017
Q4 | $12.2M | Sell |
169,065
-4,400
| -3% | -$318K | 0.03% | 393 |
|
|
2017
Q3 | $11.3M | Buy |
+173,465
| New | +$11.3M | 0.03% | 395 |
|