Patriot Financial Group Insurance Agency’s Compass Diversified CODI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-400
| Closed | -$9K | – | 693 |
|
|
2022
Q2 | $9K | Hold |
400
| – | – | ﹤0.01% | 1272 |
|
|
2022
Q1 | $10K | Hold |
400
| – | – | ﹤0.01% | 1350 |
|
|
2021
Q4 | $12K | Hold |
400
| – | – | ﹤0.01% | 1411 |
|
|
2021
Q3 | $11K | Hold |
400
| – | – | ﹤0.01% | 1425 |
|
|
2021
Q2 | $10K | Hold |
400
| – | – | ﹤0.01% | 1434 |
|
|
2021
Q1 | $9K | Hold |
400
| – | – | ﹤0.01% | 1375 |
|
|
2020
Q4 | $8K | Hold |
400
| – | – | ﹤0.01% | 1286 |
|
|
2020
Q3 | $8K | Hold |
400
| – | – | ﹤0.01% | 1083 |
|
|
2020
Q2 | $7K | Hold |
400
| – | – | ﹤0.01% | 1070 |
|
|
2020
Q1 | $5K | Hold |
400
| – | – | ﹤0.01% | 1056 |
|
|
2019
Q4 | $10K | Buy |
+400
| New | +$10K | ﹤0.01% | 832 |
|