EverSource Wealth Advisors’s Codexis CDXS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $835 | Buy |
342
+235
| +220% | +$574 | ﹤0.01% | 3768 |
|
2025
Q1 | $288 | Buy |
107
+72
| +206% | +$194 | ﹤0.01% | 3607 |
|
2024
Q4 | $167 | Buy |
+35
| New | +$167 | ﹤0.01% | 3467 |
|
2022
Q1 | – | Sell |
-51
| Closed | -$2K | – | 1725 |
|
2021
Q4 | $2K | Buy |
+51
| New | +$2K | ﹤0.01% | 1512 |
|