WealthCare Investment Partners’s Compass COMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $330K | Hold |
51,404
| – | – | 0.12% | 124 |
|
|
2025
Q1 | $353K | Hold |
51,404
| – | – | 0.15% | 110 |
|
|
2024
Q4 | $298K | Hold |
51,404
| – | – | 0.13% | 114 |
|
|
2024
Q3 | $291K | Hold |
51,404
| – | – | 0.13% | 111 |
|
|
2024
Q2 | $185K | Hold |
51,404
| – | – | 0.09% | 135 |
|
|
2024
Q1 | $185K | Hold |
51,404
| – | – | 0.09% | 129 |
|
|
2023
Q4 | $196K | Hold |
51,404
| – | – | 0.11% | 128 |
|
|
2023
Q3 | $144K | Hold |
51,404
| – | – | 0.09% | 119 |
|
|
2023
Q2 | $171K | Hold |
51,404
| – | – | 0.1% | 116 |
|
|
2023
Q1 | $166K | Buy |
51,404
+21,687
| +73% | +$70K | 0.1% | 126 |
|
|
2022
Q4 | $69.2K | Buy |
+29,717
| New | +$69.2K | 0.05% | 113 |
|