EverSource Wealth Advisors’s Compass Diversified CODI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.63K | Buy |
896
+848
| +1,767% | +$5.33K | ﹤0.01% | 3105 |
|
|
2025
Q1 | $896 | Buy |
48
+29
| +153% | +$541 | ﹤0.01% | 3269 |
|
|
2024
Q4 | $439 | Buy |
+19
| New | +$439 | ﹤0.01% | 3241 |
|
|
2024
Q3 | – | Sell |
-28
| Closed | -$674 | – | 3048 |
|
|
2024
Q2 | $674 | Buy |
+28
| New | +$674 | ﹤0.01% | 2816 |
|