EWS
Evergreen Wealth Solutions’s Compass Diversified CODI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $70.7K | Buy |
11,263
+139
| +1% | +$873 | 0.04% | 114 |
|
|
2025
Q1 | $208K | Buy |
11,124
+110
| +1% | +$2.05K | 0.14% | 101 |
|
|
2024
Q4 | $254K | Buy |
11,014
+110
| +1% | +$2.54K | 0.18% | 90 |
|
|
2024
Q3 | $241K | Buy |
10,904
+96
| +0.9% | +$2.12K | 0.16% | 95 |
|
|
2024
Q2 | $237K | Buy |
10,808
+97
| +0.9% | +$2.12K | 0.17% | 100 |
|
|
2024
Q1 | $258K | Buy |
10,711
+99
| +0.9% | +$2.38K | 0.19% | 101 |
|
|
2023
Q4 | $238K | Buy |
10,612
+124
| +1% | +$2.78K | 0.2% | 102 |
|
|
2023
Q3 | $197K | Buy |
10,488
+97
| +0.9% | +$1.82K | 0.2% | 100 |
|
|
2023
Q2 | $225K | Sell |
10,391
-238
| -2% | -$5.16K | 0.23% | 94 |
|
|
2023
Q1 | $203K | Buy |
10,629
+99
| +0.9% | +$1.89K | 0.23% | 97 |
|
|
2022
Q4 | $192K | Buy |
10,530
+107
| +1% | +$1.95K | 0.25% | 90 |
|
|
2022
Q3 | $188K | Buy |
10,423
+92
| +0.9% | +$1.66K | 0.27% | 89 |
|
|
2022
Q2 | $221K | Sell |
10,331
-408
| -4% | -$8.73K | 0.27% | 94 |
|
|
2022
Q1 | $255K | Buy |
10,739
+80
| +0.8% | +$1.9K | 0.25% | 84 |
|
|
2021
Q4 | $326K | Buy |
+10,659
| New | +$326K | 0.3% | 74 |
|