PCG
Prosperity Consulting Group’s Compass Diversified CODI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,961
| Closed | -$205K | – | 457 |
|
|
2025
Q1 | $205K | Sell |
10,961
-944
| -8% | -$17.6K | 0.02% | 447 |
|
|
2024
Q4 | $275K | Buy |
+11,905
| New | +$275K | 0.02% | 397 |
|
|
2024
Q3 | – | Sell |
-11,746
| Closed | -$257K | – | 462 |
|
|
2024
Q2 | $257K | Sell |
11,746
-6,319
| -35% | -$138K | 0.03% | 274 |
|
|
2024
Q1 | $435K | Buy |
+18,065
| New | +$435K | 0.05% | 225 |
|