EWM
Evermay Wealth Management’s Compass Diversified CODI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,888
| Closed | -$64.8K | – | 634 |
|
|
2023
Q4 | $64.8K | Hold |
2,888
| – | – | 0.01% | 303 |
|
|
2023
Q3 | $54.2K | Hold |
2,888
| – | – | 0.01% | 296 |
|
|
2023
Q2 | $62.6K | Hold |
2,888
| – | – | 0.01% | 292 |
|
|
2023
Q1 | $55.1K | Sell |
2,888
-248
| -8% | -$4.73K | 0.01% | 294 |
|
|
2022
Q4 | $57.2K | Buy |
+3,136
| New | +$57.2K | 0.01% | 289 |
|