A detailed history of Heritage Wealth Advisors transactions in Compass Diversified Holdings stock. As of the latest transaction made, Heritage Wealth Advisors holds 190 shares of CODI stock, worth $4,360. This represents 0.0% of its overall portfolio holdings.

Number of Shares
190
Previous 190 -0.0%
Holding current value
$4,360
Previous $4,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2021

Aug 09, 2021

SELL
$23.42 - $26.6 $4,426 - $5,027
-189 Reduced 49.87%
190 $4,000
Q2 2021

Jul 27, 2021

BUY
$23.42 - $26.6 $4,426 - $5,027
189 Added 99.47%
379 $7,000
Q1 2021

Apr 27, 2021

SELL
$19.44 - $24.56 $3,674 - $4,641
-189 Reduced 49.87%
190 $4,000
Q4 2020

Feb 01, 2021

BUY
$17.17 - $21.36 $3,245 - $4,037
189 Added 99.47%
379 $7,000
Q3 2020

Nov 03, 2020

BUY
$15.94 - $19.06 $3,028 - $3,621
190 New
190 $3,000

Others Institutions Holding CODI

About Compass Diversified Holdings


  • Ticker CODI
  • Exchange NYSE
  • Sector Industrials
  • Industry Conglomerates
  • Shares Outstandng 71,725,504
  • Market Cap $1.65B
  • Description
  • Compass Diversified is a private equity firm specializing in add on acquisitions, buyouts, industry consolidation, recapitalization, late stage and middle market investments. It seeks to invest in niche industrial or branded consumer companies, manufacturing, distribution, consumer products, business services sector, safety & security, elect...
More about CODI
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