Cetera Investment Advisers’s Compass Diversified CODI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $266K | Buy |
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|
2025
Q2 | $182K | Sell |
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|
2025
Q1 | $603K | Buy |
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|
2024
Q4 | $718K | Buy |
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|
2024
Q3 | $672K | Sell |
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|
2024
Q2 | $669K | Sell |
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|
2024
Q1 | $739K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $262K | Sell |
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|
2021
Q3 | $246K | Buy |
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|
2021
Q2 | $202K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $240K | Buy |
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