ICA Group Wealth Management’s Compass Diversified CODI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $5.47K | Hold |
250
| – | – | ﹤0.01% | 569 |
|
|
2024
Q1 | $6.02K | Hold |
250
| – | – | ﹤0.01% | 1004 |
|
|
2023
Q4 | $5.61K | Buy |
+250
| New | +$5.61K | ﹤0.01% | 1000 |
|
|
2023
Q3 | – | Sell |
-250
| Closed | -$5.42K | – | 404 |
|
|
2023
Q2 | $5.42K | Hold |
250
| – | – | ﹤0.01% | 964 |
|
|
2023
Q1 | $4.77K | Hold |
250
| – | – | ﹤0.01% | 961 |
|
|
2022
Q4 | $4.56K | Buy |
+250
| New | +$4.56K | ﹤0.01% | 989 |
|