Hldgs shares owned by Compass Wealth Management
Quarter-by-quarter ownership of Hldgs (UAL) shares owned by Compass Wealth Management
from 13F filings
Historical chart of Compass Wealth Management investment in Hldgs
Tip: Access up to 7 years of quarterly data
All positions including Hldgs held by Compass Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Hldgs by Compass Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $12k | 250 | 47.88 |
| 2023-12-31 | $10k | 250 | 41.26 |
| 2023-09-30 | $11k | 250 | 42.30 |
| 2023-06-30 | $14k | 250 | 54.87 |
| 2023-03-31 | $11k | 250 | 44.25 |
| 2022-12-31 | $24k | 623 | 37.70 |