Compass Planning Associates Inc's ownership history for CSQ

Compass Planning Associates Inc currently holds 17.9K shares with a market value of $345.3K. It started holding CSQ on 2024-12-31. At its peak, it held 17.9K shares on 2024-12-31. Its highest holding value was $345.3K on 2025-09-30. At its lowest, it held 17.9K shares on 2024-12-31, with a value of $289.6K on 2025-03-31. In the recent 180 days, Compass Planning Associates Inc has increased its shares by 0.