Global Retirement Partners’s Codexis CDXS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $854 | Buy |
+350
| New | +$854 | ﹤0.01% | 3469 |
|
|
2024
Q4 | $1.67K | Hold |
350
| – | – | ﹤0.01% | 3138 |
|
|
2024
Q3 | $1.08K | Hold |
350
| – | – | ﹤0.01% | 3120 |
|
|
2024
Q2 | $1.09K | Hold |
350
| – | – | ﹤0.01% | 3135 |
|
|
2024
Q1 | $1.22K | Hold |
350
| – | – | ﹤0.01% | 2916 |
|
|
2023
Q4 | $949 | Hold |
350
| – | – | ﹤0.01% | 2916 |
|
|
2023
Q3 | $707 | Hold |
350
| – | – | ﹤0.01% | 2865 |
|
|
2023
Q2 | $980 | Hold |
350
| – | – | ﹤0.01% | 2790 |
|
|
2023
Q1 | $1.43K | Hold |
350
| – | – | ﹤0.01% | 2610 |
|
|
2022
Q4 | $1.63K | Sell |
350
-350
| -50% | -$1.63K | ﹤0.01% | 2431 |
|
|
2022
Q3 | $4K | Hold |
700
| – | – | ﹤0.01% | 1979 |
|
|
2022
Q2 | $7K | Hold |
700
| – | – | ﹤0.01% | 1760 |
|
|
2022
Q1 | $7K | Buy |
+700
| New | +$7K | ﹤0.01% | 1752 |
|
|
2021
Q4 | – | Sell |
-700
| Closed | -$16K | – | 471 |
|
|
2021
Q3 | $16K | Hold |
700
| – | – | ﹤0.01% | 1270 |
|
|
2021
Q2 | $16K | Hold |
700
| – | – | ﹤0.01% | 1244 |
|
|
2021
Q1 | $16K | Hold |
700
| – | – | ﹤0.01% | 1160 |
|
|
2020
Q4 | $15K | Sell |
700
-25
| -3% | -$536 | ﹤0.01% | 1131 |
|
|
2020
Q3 | $9K | Hold |
725
| – | – | ﹤0.01% | 1161 |
|
|
2020
Q2 | $8K | Hold |
725
| – | – | ﹤0.01% | 1159 |
|
|
2020
Q1 | $8K | Hold |
725
| – | – | ﹤0.01% | 1080 |
|
|
2019
Q4 | $12K | Sell |
725
-80
| -10% | -$1.32K | ﹤0.01% | 1105 |
|
|
2019
Q3 | $11K | Hold |
805
| – | – | ﹤0.01% | 1091 |
|
|
2019
Q2 | $15K | Hold |
805
| – | – | ﹤0.01% | 1000 |
|
|
2019
Q1 | $17K | Hold |
805
| – | – | ﹤0.01% | 873 |
|
|
2018
Q4 | $13K | Sell |
805
-195
| -20% | -$3.15K | ﹤0.01% | 881 |
|
|
2018
Q3 | $17K | Hold |
1,000
| – | – | ﹤0.01% | 865 |
|
|
2018
Q2 | $14K | Buy |
+1,000
| New | +$14K | ﹤0.01% | 898 |
|