Inspire Investing’s Compass Diversified CODI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $391K | Buy |
62,229
+43,849
| +239% | +$275K | 0.04% | 480 |
|
|
2025
Q1 | $343K | Buy |
18,380
+1,081
| +6% | +$20.2K | 0.04% | 600 |
|
|
2024
Q4 | $399K | Sell |
17,299
-1,320
| -7% | -$30.5K | 0.04% | 678 |
|
|
2024
Q3 | $412K | Buy |
18,619
+2,453
| +15% | +$54.3K | 0.04% | 589 |
|
|
2024
Q2 | $354K | Buy |
16,166
+1,254
| +8% | +$27.5K | 0.04% | 448 |
|
|
2024
Q1 | $359K | Sell |
14,912
-2,152
| -13% | -$51.8K | 0.04% | 550 |
|
|
2023
Q4 | $383K | Buy |
17,064
+662
| +4% | +$14.9K | 0.04% | 636 |
|
|
2023
Q3 | $308K | Buy |
+16,402
| New | +$308K | 0.04% | 486 |
|