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Planning Directions’s Compass Diversified CODI Stock Holding History

Planning Directions’s Portfolio CODI Stock Details CODI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-10,790
Closed -$145K – 62
2020
Q1 		$145K Buy
+10,790
New +$145K 0.2% 63