TrueWealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $301K | Sell |
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|
2024
Q4 | $395K | Hold |
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|
2024
Q3 | $378K | Hold |
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|
2024
Q2 | $374K | Hold |
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|
2024
Q1 | $412K | Hold |
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|
2023
Q4 | $384K | Hold |
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|
2023
Q3 | $321K | Hold |
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|
2023
Q2 | $371K | Hold |
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|
2023
Q1 | $326K | Hold |
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|
2022
Q4 | $312K | Hold |
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|
2022
Q3 | $309K | Hold |
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|
2022
Q2 | $366K | Hold |
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|
2022
Q1 | $523K | Hold |
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|
2021
Q4 | $523K | Sell |
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|
2021
Q3 | $489K | Buy |
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|
2021
Q2 | $436K | Hold |
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|
2021
Q1 | $411K | Sell |
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|
2020
Q4 | $386K | Buy |
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