NewEdge Advisors’s Compass Diversified CODI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.99K | Buy |
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|
2025
Q1 | $11.7K | Buy |
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|
2024
Q4 | $14.3K | Sell |
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|
2024
Q3 | $36.8K | Buy |
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|
2024
Q2 | $36.3K | Buy |
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|
2024
Q1 | $39.7K | Buy |
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|
2023
Q4 | $36.9K | Buy |
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|
2023
Q3 | $30.7K | Buy |
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|
2023
Q2 | $35.3K | Buy |
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|
2023
Q1 | $30.9K | Sell |
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|
2022
Q4 | $44.7K | Buy |
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|
2022
Q3 | $189K | Sell |
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|
2022
Q2 | $226K | Sell |
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|
2022
Q1 | $266K | Sell |
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|
2021
Q4 | $347K | Buy |
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|
2021
Q3 | $320K | Buy |
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|
2021
Q2 | $289K | Sell |
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|
2021
Q1 | $962K | Sell |
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|
2020
Q4 | $812K | Buy |
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|
2020
Q3 | $785K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $816K | Buy |
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|
2019
Q3 | $229K | Buy |
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