Gradient Investments’s Compass Diversified CODI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-409
| Closed | -$8K | – | 1170 |
|
|
2020
Q4 | $8K | Hold |
409
| – | – | ﹤0.01% | 734 |
|
|
2020
Q3 | $8K | Hold |
409
| – | – | ﹤0.01% | 739 |
|
|
2020
Q2 | $7K | Hold |
409
| – | – | ﹤0.01% | 689 |
|
|
2020
Q1 | $5K | Hold |
409
| – | – | ﹤0.01% | 766 |
|
|
2019
Q4 | $10K | Buy |
+409
| New | +$10K | ﹤0.01% | 690 |
|
|
2016
Q2 | – | Sell |
-500
| Closed | -$8K | – | 724 |
|
|
2016
Q1 | $8K | Buy |
+500
| New | +$8K | ﹤0.01% | 465 |
|