Principle Wealth Partners’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 |
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|
2025
Q1 | $196K | Hold |
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|
2024
Q4 | $243K | Buy |
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|
2024
Q3 | $218K | Sell |
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|
2024
Q2 | $221K | Hold |
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|
2024
Q1 | $243K | Hold |
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|
2023
Q4 | $227K | Hold |
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|
2023
Q3 | $190K | Sell |
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|
2023
Q2 | $263K | Hold |
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|
2023
Q1 | $232K | Hold |
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|
2022
Q4 | $221K | Buy |
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|
2022
Q3 | $216 | Sell |
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|
2022
Q2 | $269K | Hold |
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|
2022
Q1 | $299K | Buy |
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|
2021
Q4 | $327K | Hold |
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|
2021
Q3 | $301K | Hold |
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|
2021
Q2 | $273K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $146K | Buy |
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