Evergreen Wealth Solutions’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
Q2 | $70.7K | Buy |
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|
2025
Q1 | $208K | Buy |
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|
2024
Q4 | $254K | Buy |
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|
2024
Q3 | $241K | Buy |
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|
2024
Q2 | $237K | Buy |
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|
2024
Q1 | $258K | Buy |
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|
2023
Q4 | $238K | Buy |
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|
2023
Q3 | $197K | Buy |
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|
2023
Q2 | $225K | Sell |
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|
2023
Q1 | $203K | Buy |
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|
2022
Q4 | $192K | Buy |
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|
2022
Q3 | $188K | Buy |
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|
2022
Q2 | $221K | Sell |
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|
2022
Q1 | $255K | Buy |
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|
2021
Q4 | $326K | Buy |
|