Wealth Enhancement Advisory Services’s Compass Diversified CODI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $196K | Buy |
29,609
+13,273
| +81% | +$87.9K | ﹤0.01% | 2985 |
|
|
2025
Q1 | $305K | Sell |
16,336
-378
| -2% | -$7.06K | ﹤0.01% | 2421 |
|
|
2024
Q4 | $386K | Buy |
+16,714
| New | +$386K | ﹤0.01% | 2162 |
|
|
2024
Q1 | – | Sell |
-14,317
| Closed | -$321K | – | 2392 |
|
|
2023
Q4 | $321K | Sell |
14,317
-391
| -3% | -$8.78K | ﹤0.01% | 1762 |
|
|
2023
Q3 | $276K | Buy |
+14,708
| New | +$276K | ﹤0.01% | 1782 |
|