WFG Advisors’s Compass Minerals CMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $52K | Hold |
803
| – | – | 0.01% | 690 |
|
|
2017
Q1 | $54K | Buy |
803
+40
| +5% | +$2.69K | 0.01% | 641 |
|
|
2016
Q4 | $60K | Hold |
763
| – | – | 0.01% | 676 |
|
|
2016
Q3 | $56K | Hold |
763
| – | – | 0.01% | 678 |
|
|
2016
Q2 | $57K | Hold |
763
| – | – | 0.02% | 655 |
|
|
2016
Q1 | $54K | Buy |
763
+81
| +12% | +$5.73K | 0.02% | 640 |
|
|
2015
Q4 | $51K | Hold |
682
| – | – | 0.02% | 653 |
|
|
2015
Q3 | $53K | Buy |
682
+582
| +582% | +$45.2K | 0.02% | 623 |
|
|
2015
Q2 | $8K | Sell |
100
-12
| -11% | -$960 | ﹤0.01% | 1233 |
|
|
2015
Q1 | $10K | Sell |
112
-2,200
| -95% | -$196K | ﹤0.01% | 1190 |
|
|
2014
Q4 | $201K | Hold |
2,312
| – | – | 0.04% | 428 |
|
|
2014
Q3 | $195K | Buy |
2,312
+12
| +0.5% | +$1.01K | 0.04% | 456 |
|
|
2014
Q2 | $220K | Hold |
2,300
| – | – | 0.04% | 428 |
|
|
2014
Q1 | $190K | Buy |
2,300
+400
| +21% | +$33K | 0.04% | 444 |
|
|
2013
Q4 | $152K | Hold |
1,900
| – | – | 0.02% | 597 |
|
|
2013
Q3 | $145K | Buy |
1,900
+1,100
| +138% | +$83.9K | 0.02% | 582 |
|
|
2013
Q2 | $68K | Buy |
+800
| New | +$68K | 0.01% | 773 |
|