Lake Point Wealth Management’s Compass Diversified CODI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$21K Hold
2022
Q1
$24K Hold
2021
Q4
$31K Hold
2021
Q3
$28K Hold
2021
Q2
$26K Buy
2020
Q1
$13K Hold
2019
Q4
$25K Buy
2019
Q2
$19K Hold
2019
Q1
$19K Buy