CWM
Cedar Wealth Management’s Compass Diversified CODI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-396
| Closed | -$8.67K | – | 271 |
|
|
2024
Q2 | $8.67K | Sell |
396
-694
| -64% | -$15.2K | ﹤0.01% | 236 |
|
|
2024
Q1 | $26.2K | Buy |
1,090
+3
| +0.3% | +$72 | 0.01% | 199 |
|
|
2023
Q4 | $24.4K | Buy |
1,087
+6
| +0.6% | +$135 | 0.01% | 185 |
|
|
2023
Q3 | $20.3K | Buy |
1,081
+10
| +0.9% | +$188 | 0.01% | 198 |
|
|
2023
Q2 | $23.2K | Buy |
1,071
+5
| +0.5% | +$108 | 0.01% | 201 |
|
|
2023
Q1 | $20.3K | Buy |
1,066
+2
| +0.2% | +$38 | 0.01% | 200 |
|
|
2022
Q4 | $19.4K | Hold |
1,064
| – | – | 0.01% | 195 |
|
|
2022
Q3 | $19K | Hold |
1,064
| – | – | 0.01% | 220 |
|
|
2022
Q2 | $23K | Hold |
1,064
| – | – | 0.01% | 215 |
|
|
2022
Q1 | $25K | Hold |
1,064
| – | – | 0.01% | 231 |
|
|
2021
Q4 | $33K | Hold |
1,064
| – | – | 0.01% | 209 |
|
|
2021
Q3 | $30K | Buy |
1,064
+594
| +126% | +$16.7K | 0.01% | 183 |
|
|
2021
Q2 | $12K | Buy |
+470
| New | +$12K | 0.01% | 228 |
|