Creative Planning’s Co-Diagnostics CODX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-82,355
| Closed | -$801K | – | 2096 |
|
|
2021
Q3 | $801K | Buy |
82,355
+43,500
| +112% | +$423K | ﹤0.01% | 1053 |
|
|
2021
Q2 | $321K | Sell |
38,855
-8,046
| -17% | -$66.5K | ﹤0.01% | 1520 |
|
|
2021
Q1 | $447K | Buy |
46,901
+28,595
| +156% | +$273K | ﹤0.01% | 1491 |
|
|
2020
Q4 | $170K | Sell |
18,306
-14,950
| -45% | -$139K | ﹤0.01% | 1908 |
|
|
2020
Q3 | $452K | Buy |
33,256
+15,440
| +87% | +$210K | ﹤0.01% | 1166 |
|
|
2020
Q2 | $345K | Buy |
+17,816
| New | +$345K | ﹤0.01% | 1216 |
|