Lake Point 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $21K | Hold |
1,000
| – | – | 0.01% | 114 |
|
|
2022
Q1 | $24K | Hold |
1,000
| – | – | 0.01% | 103 |
|
|
2021
Q4 | $31K | Hold |
1,000
| – | – | 0.01% | 93 |
|
|
2021
Q3 | $28K | Hold |
1,000
| – | – | 0.01% | 88 |
|
|
2021
Q2 | $26K | Buy |
+1,000
| New | +$26K | 0.01% | 103 |
|
|
2020
Q1 | $13K | Hold |
1,000
| – | – | 0.01% | 95 |
|
|
2019
Q4 | $25K | Buy |
+1,000
| New | +$25K | 0.01% | 183 |
|
|
2019
Q2 | $19K | Hold |
1,000
| – | – | 0.01% | 247 |
|
|
2019
Q1 | $19K | Buy |
+1,000
| New | +$19K | 0.01% | 247 |
|