Bogart Wealth LLC’s Compass Diversified CODI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-500	Closed	-$11.1K	–	1342
2024 Q3	$11.1K	Buy	+500	New	+$11.1K	﹤0.01%	676
2020 Q4	–	Sell	-2,000	Closed	-$38K	–	473
2020 Q3	$38K	Hold	2,000	–	–	0.01%	211
2020 Q2	$34K	Buy	+2,000	New	+$34K	0.01%	202