IFP Advisors’s Codexis CDXS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-1
| Closed | -$3 | – | 4941 |
|
2025
Q1 | $3 | Hold |
1
| – | – | ﹤0.01% | 4280 |
|
2024
Q4 | $5 | Buy |
+1
| New | +$5 | ﹤0.01% | 4560 |
|
2021
Q3 | – | Sell |
-50
| Closed | -$1K | – | 3511 |
|
2021
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 2837 |
|
2021
Q1 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 2762 |
|
2020
Q4 | – | Hold |
0
| – | – | – | 3072 |
|
2020
Q3 | – | Hold |
0
| – | – | – | 2948 |
|
2020
Q2 | – | Hold |
0
| – | – | – | 2832 |
|
2020
Q1 | – | Sell |
-1,517
| Closed | -$26K | – | 2840 |
|
2019
Q4 | $26K | Hold |
1,517
| – | – | ﹤0.01% | 1507 |
|
2019
Q3 | $21K | Buy |
+1,517
| New | +$21K | ﹤0.01% | 1733 |
|