IFP 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 | $3.1K | Buy |
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|
2025
Q1 | $6.98K | Hold |
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|
2024
Q4 | $8.63K | Buy |
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|
2024
Q3 | $8.12K | Hold |
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|
2024
Q2 | $8.03K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $6K | Buy |
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|
2022
Q3 | $6K | Buy |
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|
2021
Q3 | – | Hold |
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|
2021
Q2 | – | Hold |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $141K | Buy |
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|
2020
Q3 | $126K | Sell |
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|
2020
Q2 | $121K | Buy |
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|
2020
Q1 | $87K | Buy |
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|
2019
Q4 | $3K | Buy |
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|
2019
Q3 | – | Hold |
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|
2019
Q1 | $13K | Sell |
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|
2018
Q4 | $24K | Sell |
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|
2018
Q3 | $69K | Buy |
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|
2018
Q2 | $33K | Sell |
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|
2018
Q1 | $112K | Hold |
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|
2017
Q4 | $112K | Sell |
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|
2017
Q3 | $150K | Buy |
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|
2017
Q2 | $115K | Buy |
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|
2017
Q1 | $109K | Buy |
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|
2016
Q4 | $97K | Buy |
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|
2016
Q3 | $92K | Sell |
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|
2016
Q2 | $96K | Buy |
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|
2016
Q1 | $13K | Sell |
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|
2015
Q4 | $73K | Buy |
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