Atwood & Palmer’s Compass Diversified CODI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,000
| Closed | -$21.7K | – | 428 |
|
|
2023
Q2 | $21.7K | Hold |
1,000
| – | – | ﹤0.01% | 272 |
|
|
2023
Q1 | $19.1K | Hold |
1,000
| – | – | ﹤0.01% | 264 |
|
|
2022
Q4 | $18.2K | Hold |
1,000
| – | – | ﹤0.01% | 290 |
|
|
2022
Q3 | $18K | Hold |
1,000
| – | – | ﹤0.01% | 272 |
|
|
2022
Q2 | $21K | Hold |
1,000
| – | – | ﹤0.01% | 289 |
|
|
2022
Q1 | $24K | Hold |
1,000
| – | – | ﹤0.01% | 297 |
|
|
2021
Q4 | $31K | Sell |
1,000
-1,041
| -51% | -$32.3K | ﹤0.01% | 276 |
|
|
2021
Q3 | $57K | Hold |
2,041
| – | – | 0.01% | 217 |
|
|
2021
Q2 | $52K | Buy |
2,041
+1,761
| +629% | +$44.9K | ﹤0.01% | 222 |
|
|
2021
Q1 | $6K | Buy |
+280
| New | +$6K | ﹤0.01% | 374 |
|