BerganKDV Wealth Management’s Codexis CDXS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $9.8K | Hold |
3,500
| – | – | ﹤0.01% | 557 |
|
|
2023
Q1 | $14.5K | Hold |
3,500
| – | – | ﹤0.01% | 548 |
|
|
2022
Q4 | $16.3K | Hold |
3,500
| – | – | ﹤0.01% | 516 |
|
|
2022
Q3 | $21K | Hold |
3,500
| – | – | ﹤0.01% | 483 |
|
|
2022
Q2 | $37K | Hold |
3,500
| – | – | ﹤0.01% | 417 |
|
|
2022
Q1 | $72K | Hold |
3,500
| – | – | 0.01% | 351 |
|
|
2021
Q4 | $109K | Hold |
3,500
| – | – | 0.01% | 323 |
|
|
2021
Q3 | $81K | Hold |
3,500
| – | – | 0.01% | 342 |
|
|
2021
Q2 | $79K | Hold |
3,500
| – | – | 0.01% | 333 |
|
|
2021
Q1 | $80K | Hold |
3,500
| – | – | 0.01% | 320 |
|
|
2020
Q4 | $76K | Hold |
3,500
| – | – | 0.01% | 307 |
|
|
2020
Q3 | $41K | Hold |
3,500
| – | – | 0.01% | 357 |
|
|
2020
Q2 | $40K | Hold |
3,500
| – | – | 0.01% | 375 |
|
|
2020
Q1 | $39K | Hold |
3,500
| – | – | 0.01% | 350 |
|
|
2019
Q4 | $56K | Sell |
3,500
-2,500
| -42% | -$40K | 0.01% | 334 |
|
|
2019
Q3 | $82K | Hold |
6,000
| – | – | 0.02% | 275 |
|
|
2019
Q2 | $111K | Hold |
6,000
| – | – | 0.02% | 253 |
|
|
2019
Q1 | $123K | Hold |
6,000
| – | – | 0.03% | 256 |
|
|
2018
Q4 | $100K | Hold |
6,000
| – | – | 0.02% | 235 |
|
|
2018
Q3 | $103K | Hold |
6,000
| – | – | 0.02% | 251 |
|
|
2018
Q2 | $86K | Buy |
+6,000
| New | +$86K | 0.02% | 261 |
|