Williams Jones Wealth Management’s Compass Minerals CMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-14,985
| Closed | -$514K | – | 539 |
|
|
2023
Q1 | $514K | Buy |
+14,985
| New | +$514K | 0.01% | 366 |
|
|
2022
Q4 | – | Sell |
-30,445
| Closed | -$1.17M | – | 572 |
|
|
2022
Q3 | $1.17M | Buy |
30,445
+22,684
| +292% | +$874K | 0.02% | 247 |
|
|
2022
Q2 | $275K | Sell |
7,761
-28,875
| -79% | -$1.02M | ﹤0.01% | 472 |
|
|
2022
Q1 | $2.3M | Sell |
36,636
-830
| -2% | -$52.1K | 0.03% | 190 |
|
|
2021
Q4 | $1.91M | Buy |
37,466
+12,076
| +48% | +$617K | 0.02% | 204 |
|
|
2021
Q3 | $1.64M | Buy |
+25,390
| New | +$1.64M | 0.02% | 210 |
|