WR Wealth Planners’s Compass Diversified CODI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $19.7K | Buy |
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|
2024
Q3 | $18.6K | Buy |
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|
2024
Q2 | $18.2K | Buy |
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|
2024
Q1 | $19.8K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $15.1K | Buy |
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|
2023
Q2 | $17.3K | Sell |
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|
2023
Q1 | $45.6K | Buy |
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|
2022
Q4 | $43K | Buy |
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|
2022
Q3 | $42.1K | Buy |
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|
2022
Q2 | $49.4K | Buy |
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|
2022
Q1 | $54.2K | Buy |
|