Corient Private Wealth’s Compass Diversified CODI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-13,331
Closed -$254K 2073
2023
Q1
$254K Buy
+13,331
New +$254K ﹤0.01% 1671