Leelyn Smith’s Compass Diversified CODI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,400
| Closed | -$61K | – | 357 |
|
|
2021
Q2 | $61K | Sell |
2,400
-1,610
| -40% | -$40.9K | 0.02% | 190 |
|
|
2021
Q1 | $93K | Sell |
4,010
-1,440
| -26% | -$33.4K | 0.03% | 173 |
|
|
2020
Q4 | $106K | Hold |
5,450
| – | – | 0.03% | 158 |
|
|
2020
Q3 | $104K | Buy |
5,450
+660
| +14% | +$12.6K | 0.04% | 159 |
|
|
2020
Q2 | $83K | Hold |
4,790
| – | – | 0.03% | 171 |
|
|
2020
Q1 | $64K | Buy |
+4,790
| New | +$64K | 0.03% | 155 |
|