J.W. Cole Advisors’s Compass Diversified CODI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-6,726
Closed -$206K 816
2021
Q4
$206K Buy
+6,726
New +$206K 0.01% 771