Peak Financial 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 | – | Sell |
|
|||||
|
2025
Q1 | $460K | Sell |
|
|||||
|
2024
Q4 | $584K | Buy |
|
|||||
|
2024
Q3 | $551K | Buy |
|
|||||
|
2024
Q2 | $516K | Sell |
|
|||||
|
2024
Q1 | $573K | Buy |
|
|||||
|
2023
Q4 | $532K | Buy |
|
|||||
|
2023
Q3 | $370K | Buy |
|
|||||
|
2023
Q2 | $381K | Buy |
|
|||||
|
2023
Q1 | $230K | Sell |
|
|||||
|
2022
Q4 | $282K | Sell |
|
|||||
|
2022
Q3 | $299K | Sell |
|
|||||
|
2022
Q2 | $516K | Sell |
|
|||||
|
2022
Q1 | $583K | Sell |
|
|||||
|
2021
Q4 | $793K | Buy |
|
|||||
|
2021
Q3 | $537K | Buy |
|
|||||
|
2021
Q2 | $391K | Sell |
|
|||||
|
2021
Q1 | $421K | Buy |
|