Lighthouse Financial Advisors’s Compass Diversified CODI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $833K | Buy |
36,007
+9,551
| +36% | +$221K | 0.25% | 72 |
|
|
2020
Q4 | $514K | Buy |
26,456
+1,921
| +8% | +$37.3K | 0.17% | 76 |
|
|
2020
Q3 | $467K | Sell |
24,535
-16,461
| -40% | -$313K | 0.18% | 71 |
|
|
2020
Q2 | $706K | Buy |
40,996
+30,017
| +273% | +$517K | 0.3% | 63 |
|
|
2020
Q1 | $147K | Buy |
10,979
+2,040
| +23% | +$27.3K | 0.09% | 74 |
|
|
2019
Q4 | $222K | Buy |
+8,939
| New | +$222K | 0.1% | 73 |
|