EverSource Wealth Advisors’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
$5.63K Buy
2025
Q1
$896 Buy
2024
Q4
$439 Buy
2024
Q3
Sell
2024
Q2
$674 Buy