WSTAM
Wilbanks Smith & Thomas Asset Management’s Compass Minerals CMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,950
| Closed | -$233K | – | 488 |
|
|
2022
Q1 | $233K | Hold |
3,950
| – | – | 0.01% | 450 |
|
|
2021
Q4 | $202K | Buy |
3,950
+700
| +22% | +$35.8K | 0.01% | 492 |
|
|
2021
Q3 | $209K | Sell |
3,250
-266
| -8% | -$17.1K | 0.01% | 476 |
|
|
2021
Q2 | $208K | Buy |
3,516
+237
| +7% | +$14K | 0.01% | 469 |
|
|
2021
Q1 | $206K | Buy |
3,279
+1
| +0% | +$63 | 0.01% | 445 |
|
|
2020
Q4 | $202K | Buy |
+3,278
| New | +$202K | 0.01% | 415 |
|
|
2020
Q1 | – | Sell |
-3,750
| Closed | -$229K | – | 378 |
|
|
2019
Q4 | $229K | Hold |
3,750
| – | – | 0.01% | 374 |
|
|
2019
Q3 | $212K | Buy |
+3,750
| New | +$212K | 0.01% | 391 |
|
|
2018
Q4 | – | Sell |
-3,150
| Closed | -$212K | – | 525 |
|
|
2018
Q3 | $212K | Buy |
+3,150
| New | +$212K | 0.01% | 383 |
|