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ShoreHaven Wealth Partners’s Compass Diversified CODI Stock Holding History

ShoreHaven Wealth Partners’s Portfolio CODI Stock Details CODI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-2,231
Closed -$43K – 283
2020
Q4 		$43K Buy
+2,231
New +$42.6K 0.02% 116

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ICOM
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RA
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EFS
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Legal & General Group
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UBS Group
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