Financial Architects (New Jersey)’s Codexis CDXS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-10,874
| Closed | -$200K | – | 998 |
|
|
2019
Q2 | $200K | Hold |
10,874
| – | – | 0.04% | 239 |
|
|
2019
Q1 | $223K | Sell |
10,874
-4,256
| -28% | -$87.3K | 0.04% | 263 |
|
|
2018
Q4 | $253K | Hold |
15,130
| – | – | 0.05% | 223 |
|
|
2018
Q3 | $259K | Buy |
15,130
+4,027
| +36% | +$68.9K | 0.04% | 237 |
|
|
2018
Q2 | $160K | Buy |
11,103
+2,587
| +30% | +$37.3K | 0.03% | 307 |
|
|
2018
Q1 | $94K | Buy |
+8,516
| New | +$94K | 0.02% | 422 |
|
|
2017
Q1 | – | Sell |
-1,000
| Closed | -$5K | – | 1463 |
|
|
2016
Q4 | $5K | Hold |
1,000
| – | – | ﹤0.01% | 1126 |
|
|
2016
Q3 | $4K | Hold |
1,000
| – | – | ﹤0.01% | 1153 |
|
|
2016
Q2 | $4K | Hold |
1,000
| – | – | ﹤0.01% | 1135 |
|
|
2016
Q1 | $3K | Buy |
+1,000
| New | +$3K | ﹤0.01% | 937 |
|
|
2015
Q3 | – | Sell |
-2,000
| Closed | -$8K | – | 315 |
|
|
2015
Q2 | $8K | Hold |
2,000
| – | – | ﹤0.01% | 811 |
|
|
2015
Q1 | $9K | Hold |
2,000
| – | – | ﹤0.01% | 732 |
|
|
2014
Q4 | $5K | Buy |
+2,000
| New | +$5K | ﹤0.01% | 807 |
|