BerganKDV Wealth Management’s Codexis CDXS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $9.8K | Hold |
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|
2023
Q1 | $14.5K | Hold |
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|
2022
Q4 | $16.3K | Hold |
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|
2022
Q3 | $21K | Hold |
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|
2022
Q2 | $37K | Hold |
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|
2022
Q1 | $72K | Hold |
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|
2021
Q4 | $109K | Hold |
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|
2021
Q3 | $81K | Hold |
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|
2021
Q2 | $79K | Hold |
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|
2021
Q1 | $80K | Hold |
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|
2020
Q4 | $76K | Hold |
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|
2020
Q3 | $41K | Hold |
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|
2020
Q2 | $40K | Hold |
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|
2020
Q1 | $39K | Hold |
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|
2019
Q4 | $56K | Sell |
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|
2019
Q3 | $82K | Hold |
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|
2019
Q2 | $111K | Hold |
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|
2019
Q1 | $123K | Hold |
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|
2018
Q4 | $100K | Hold |
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|
2018
Q3 | $103K | Hold |
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|
2018
Q2 | $86K | Buy |
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