Mark Sheptoff Financial Planning’s Codexis CDXS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22K | Hold |
500
| – | – | ﹤0.01% | 485 |
|
|
2025
Q1 | $1.35K | Hold |
500
| – | – | ﹤0.01% | 416 |
|
|
2024
Q4 | $2.39K | Hold |
500
| – | – | ﹤0.01% | 393 |
|
|
2024
Q3 | $1.54K | Hold |
500
| – | – | ﹤0.01% | 398 |
|
|
2024
Q2 | $1.55K | Hold |
500
| – | – | ﹤0.01% | 397 |
|
|
2024
Q1 | $1.75K | Hold |
500
| – | – | ﹤0.01% | 365 |
|
|
2023
Q4 | $1.53K | Hold |
500
| – | – | ﹤0.01% | 362 |
|
|
2023
Q3 | $945 | Hold |
500
| – | – | ﹤0.01% | 354 |
|
|
2023
Q2 | $1.4K | Hold |
500
| – | – | ﹤0.01% | 357 |
|
|
2023
Q1 | $2.07K | Hold |
500
| – | – | ﹤0.01% | 343 |
|
|
2022
Q4 | $2.33K | Hold |
500
| – | – | ﹤0.01% | 346 |
|
|
2022
Q3 | $3K | Hold |
500
| – | – | ﹤0.01% | 311 |
|
|
2022
Q2 | $5K | Sell |
500
-9,600
| -95% | -$96K | ﹤0.01% | 297 |
|
|
2022
Q1 | $208K | Sell |
10,100
-1,200
| -11% | -$24.7K | 0.1% | 105 |
|
|
2021
Q4 | $353K | Hold |
11,300
| – | – | 0.17% | 78 |
|
|
2021
Q3 | $263K | Sell |
11,300
-700
| -6% | -$16.3K | 0.14% | 87 |
|
|
2021
Q2 | $272K | Hold |
12,000
| – | – | 0.15% | 81 |
|
|
2021
Q1 | $275K | Sell |
12,000
-2,000
| -14% | -$45.8K | 0.16% | 81 |
|
|
2020
Q4 | $306K | Hold |
14,000
| – | – | 0.17% | 78 |
|
|
2020
Q3 | $164K | Buy |
+14,000
| New | +$164K | 0.1% | 102 |
|
|
2019
Q3 | – | Sell |
-14,679
| Closed | -$271K | – | 359 |
|
|
2019
Q2 | $271K | Buy |
14,679
+3,150
| +27% | +$58.2K | 0.19% | 82 |
|
|
2019
Q1 | $237K | Buy |
11,529
+2,050
| +22% | +$42.1K | 0.17% | 86 |
|
|
2018
Q4 | $158K | Sell |
9,479
-400
| -4% | -$6.67K | 0.13% | 92 |
|
|
2018
Q3 | $169K | Buy |
+9,879
| New | +$169K | 0.12% | 111 |
|