IHT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-600
| Closed | -$10K | – | 595 |
|
|
2018
Q1 | $10K | Hold |
600
| – | – | ﹤0.01% | 1179 |
|
|
2017
Q4 | $10K | Hold |
600
| – | – | ﹤0.01% | 1187 |
|
|
2017
Q3 | $11K | Hold |
600
| – | – | ﹤0.01% | 932 |
|
|
2017
Q2 | $7 | Hold |
600
| – | – | ﹤0.01% | 1033 |
|
|
2017
Q1 | $10K | Hold |
600
| – | – | 0.01% | 834 |
|
|
2016
Q4 | $11K | Buy |
+600
| New | +$11K | 0.01% | 772 |
|