Clearstead Advisors’s Compass Diversified CODI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $59.7K | Buy |
9,507
+5,586
| +142% | +$35.1K | ﹤0.01% | 1228 |
|
|
2025
Q1 | $73.2K | Sell |
3,921
-11,406
| -74% | -$213K | ﹤0.01% | 1069 |
|
|
2024
Q4 | $354K | Buy |
15,327
+12,181
| +387% | +$281K | 0.01% | 669 |
|
|
2024
Q3 | $69.6K | Sell |
3,146
-3,670
| -54% | -$81.2K | ﹤0.01% | 1125 |
|
|
2024
Q2 | $149K | Buy |
+6,816
| New | +$149K | ﹤0.01% | 904 |
|