Caldwell Trust’s Compass Diversified CODI Stock Holding History

Caldwell Trust’s Portfolio CODI Stock Details CODI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-400
2023 Q1	$7.63K	Hold	400
2022 Q4	$7.29K	Buy	+400
2020 Q3	–	Sell	-400
2020 Q2	$6.9K	Hold	400
2020 Q1	$5.36K	Hold	400
2019 Q4	$9.94K	Buy	+400