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Marshall & Sterling Wealth Advisors Inc. → CMP
Marshall & Sterling Wealth Advisors Inc. CMP Position History
Compass Minerals International, Inc. • Basic Materials
Quarters held
5
Latest value
$2K
Q3 2026
Peak value
$1.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.9M |
| Q4 2025 | $2K |
| Q1 2026 | $2K |
| Q2 2026 | $3K |
| Q3 2026 | $2K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2K | 100 | — | — |
| Q2 2026 | $3K | 100 | — | — |
| Q1 2026 | $2K | 100 | — | — |
| Q4 2025 | $2K | 100 | — | — |
| Q3 2025 | $1.9M | 100 | — | — |