BCWM
Bartlett & Co Wealth Management’s Compass Diversified CODI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,000
| Closed | -$17.2K | – | 845 |
|
|
2020
Q2 | $17.2K | Hold |
1,000
| – | – | ﹤0.01% | 626 |
|
|
2020
Q1 | $13.4K | Hold |
1,000
| – | – | ﹤0.01% | 621 |
|
|
2019
Q4 | $24.9K | Hold |
1,000
| – | – | ﹤0.01% | 628 |
|
|
2019
Q3 | $19.7K | Hold |
1,000
| – | – | ﹤0.01% | 655 |
|
|
2019
Q2 | $19.1K | Hold |
1,000
| – | – | ﹤0.01% | 534 |
|
|
2019
Q1 | $15.7K | Hold |
1,000
| – | – | ﹤0.01% | 542 |
|
|
2018
Q4 | $12.5K | Hold |
1,000
| – | – | ﹤0.01% | 561 |
|
|
2018
Q3 | $18.2K | Hold |
1,000
| – | – | ﹤0.01% | 548 |
|
|
2018
Q2 | $17.3K | Hold |
1,000
| – | – | ﹤0.01% | 548 |
|
|
2018
Q1 | $16.4K | Buy |
+1,000
| New | +$16.4K | ﹤0.01% | 556 |
|