Wealthspire Advisors (Maryland)’s Compass Minerals CMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,113
| Closed | -$61K | – | 768 |
|
|
2019
Q1 | $61K | Buy |
1,113
+10
| +0.9% | +$548 | ﹤0.01% | 825 |
|
|
2018
Q4 | $46K | Buy |
1,103
+33
| +3% | +$1.38K | ﹤0.01% | 889 |
|
|
2018
Q3 | $72K | Buy |
1,070
+46
| +4% | +$3.1K | 0.01% | 818 |
|
|
2018
Q2 | $67K | Sell |
1,024
-186
| -15% | -$12.2K | 0.01% | 868 |
|
|
2018
Q1 | $73K | Buy |
1,210
+463
| +62% | +$27.9K | 0.01% | 831 |
|
|
2017
Q4 | $54K | Buy |
747
+244
| +49% | +$17.6K | 0.01% | 970 |
|
|
2017
Q3 | $33K | Buy |
503
+122
| +32% | +$8K | ﹤0.01% | 1114 |
|
|
2017
Q2 | $25K | Buy |
381
+202
| +113% | +$13.3K | ﹤0.01% | 1178 |
|
|
2017
Q1 | $12K | Buy |
179
+11
| +7% | +$737 | ﹤0.01% | 1261 |
|
|
2016
Q4 | $13K | Buy |
168
+18
| +12% | +$1.39K | ﹤0.01% | 1135 |
|
|
2016
Q3 | $11K | Hold |
150
| – | – | ﹤0.01% | 1225 |
|
|
2016
Q2 | $11K | Hold |
150
| – | – | ﹤0.01% | 1178 |
|
|
2016
Q1 | $11K | Hold |
150
| – | – | ﹤0.01% | 1157 |
|
|
2015
Q4 | $11K | Buy |
+150
| New | +$11K | ﹤0.01% | 1165 |
|