Transamerica Financial Advisors’s Compass Diversified CODI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$165 Buy
2015
Q1
Sell
2014
Q4
$372K Sell
2014
Q3
$418K Sell
2014
Q2
$466K Buy
2014
Q1
$482K Sell
2013
Q4
$576K Sell
2013
Q3
$717K Buy
2013
Q2
$696K Buy