Norwood Financial’s Compass Diversified CODI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | $19.2K | Hold |
800
| – | – | 0.03% | 209 |
|
2023
Q4 | $18K | Hold |
800
| – | – | 0.03% | 194 |
|
2023
Q3 | $15K | Hold |
800
| – | – | 0.02% | 203 |
|
2023
Q2 | $17.3K | Hold |
800
| – | – | 0.03% | 198 |
|
2023
Q1 | $15.3K | Hold |
800
| – | – | 0.02% | 197 |
|
2022
Q4 | $14.6K | Hold |
800
| – | – | 0.02% | 198 |
|
2022
Q3 | $14K | Hold |
800
| – | – | 0.02% | 192 |
|
2022
Q2 | $17K | Hold |
800
| – | – | 0.03% | 181 |
|
2022
Q1 | $19K | Hold |
800
| – | – | 0.03% | 179 |
|
2021
Q4 | $24K | Buy |
+800
| New | +$24K | 0.03% | 174 |
|