GSWM
Golden State Wealth Management’s Compass Diversified CODI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $277K | Buy |
11,669
+110
| +1% | +$2.61K | 0.05% | 246 |
|
|
2021
Q4 | $353K | Buy |
11,559
+138
| +1% | +$4.21K | 0.06% | 264 |
|
|
2021
Q3 | $322K | Buy |
11,421
+462
| +4% | +$13K | 0.07% | 218 |
|
|
2021
Q2 | $279K | Sell |
10,959
-158
| -1% | -$4.02K | 0.06% | 239 |
|
|
2021
Q1 | $257K | Buy |
11,117
+4
| +0% | +$92 | 0.08% | 164 |
|
|
2020
Q4 | $216K | Sell |
11,113
-7,493
| -40% | -$146K | 0.06% | 224 |
|
|
2020
Q3 | $355K | Buy |
18,606
+6
| +0% | +$114 | 0.12% | 126 |
|
|
2020
Q2 | $321K | Buy |
+18,600
| New | +$321K | 0.1% | 127 |
|
|
2019
Q4 | – | Sell |
-11,000
| Closed | -$217K | – | 205 |
|
|
2019
Q3 | $217K | Hold |
11,000
| – | – | 0.07% | 191 |
|
|
2019
Q2 | $210K | Hold |
11,000
| – | – | 0.07% | 218 |
|
|
2019
Q1 | $173K | Buy |
+11,000
| New | +$173K | 0.06% | 244 |
|