RWA
Redmont Wealth Advisors’s Compass Diversified CODI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-14,799
| Closed | -$270K | – | 74 |
|
|
2022
Q4 | $270K | Sell |
14,799
-2,630
| -15% | -$47.9K | 0.32% | 82 |
|
|
2022
Q3 | $315K | Buy |
17,429
+4,410
| +34% | +$79.7K | 0.41% | 60 |
|
|
2022
Q2 | $279K | Buy |
13,019
+549
| +4% | +$11.8K | 0.34% | 72 |
|
|
2022
Q1 | $296K | Buy |
+12,470
| New | +$296K | 0.32% | 77 |
|