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Mark Sheptoff Financial Planning’s Compass Diversified CODI Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio CODI Stock Details CODI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-795
Closed -$14K – 334
2020
Q2 		$14K Hold
795
– – 0.01% 223
2020
Q1 		$11K Hold
795
– – 0.01% 222
2019
Q4 		$20K Hold
795
– – 0.01% 215
2019
Q3 		$16K Buy
+795
New +$16K 0.01% 229