Number of Shares
444
Previous 444 -0.0%
Holding current value
$17.1 Million
Previous $19 Million 10.2%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 25, 2023

BUY
N/A
364 Added 455.0%
444 $16.1 Million
Q2 2023

Jul 27, 2023

SELL
N/A
-560 Reduced 87.5%
80 $2.85 Million
Q4 2022

Feb 17, 2023

BUY
N/A
640 New
640 $22.5 Million
Track This Portfolio

Track Compass Wealth Management LLC Portfolio

Follow Compass Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Compass Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Compass Wealth Management LLC with notifications on news.