Zacks Investment Management’s Compass Diversified CODI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-19,709
| Closed | -$474K | – | 651 |
|
|
2024
Q1 | $474K | Hold |
19,709
| – | – | 0.01% | 477 |
|
|
2023
Q4 | $442K | Hold |
19,709
| – | – | 0.01% | 479 |
|
|
2023
Q3 | $370K | Buy |
+19,709
| New | +$370K | ﹤0.01% | 483 |
|
|
2013
Q4 | – | Sell |
-11,279
| Closed | -$201K | – | 677 |
|
|
2013
Q3 | $201K | Sell |
11,279
-455
| -4% | -$8.11K | 0.01% | 618 |
|
|
2013
Q2 | $206K | Buy |
+11,734
| New | +$206K | 0.01% | 566 |
|