Nisa Investment Advisors’s Compass Diversified CODI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.7K | Buy |
5,043
+1,992
| +65% | +$12.5K | ﹤0.01% | 1736 |
|
|
2025
Q1 | $57K | Hold |
3,051
| – | – | ﹤0.01% | 1555 |
|
|
2024
Q4 | $70.4K | Hold |
3,051
| – | – | ﹤0.01% | 1575 |
|
|
2024
Q3 | $67.5K | Buy |
3,051
+2,000
| +190% | +$44.3K | ﹤0.01% | 1556 |
|
|
2024
Q2 | $23K | Hold |
1,051
| – | – | ﹤0.01% | 1896 |
|
|
2024
Q1 | $25.3K | Buy |
1,051
+1,000
| +1,961% | +$24.1K | ﹤0.01% | 1822 |
|
|
2023
Q4 | $1.15K | Hold |
51
| – | – | ﹤0.01% | 2243 |
|
|
2023
Q3 | $957 | Hold |
51
| – | – | ﹤0.01% | 2402 |
|
|
2023
Q2 | $1.11K | Hold |
51
| – | – | ﹤0.01% | 2423 |
|
|
2023
Q1 | $1K | Hold |
51
| – | – | ﹤0.01% | 2364 |
|
|
2022
Q4 | $1K | Hold |
51
| – | – | ﹤0.01% | 2409 |
|
|
2022
Q3 | $1K | Buy |
+51
| New | +$1K | ﹤0.01% | 2401 |
|