HighMark Wealth Management’s Codexis CDXS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-393
| Closed | -$9K | – | 501 |
|
|
2021
Q3 | $9K | Buy |
393
+55
| +16% | +$1.26K | 0.01% | 264 |
|
|
2021
Q2 | $8K | Buy |
338
+47
| +16% | +$1.11K | 0.01% | 282 |
|
|
2021
Q1 | $7K | Sell |
291
-434
| -60% | -$10.4K | 0.01% | 288 |
|
|
2020
Q4 | $16K | Sell |
725
-3,623
| -83% | -$80K | 0.01% | 177 |
|
|
2020
Q3 | $51K | Buy |
4,348
+3,890
| +849% | +$45.6K | 0.05% | 104 |
|
|
2020
Q2 | $5K | Buy |
+458
| New | +$5K | 0.01% | 305 |
|