Mark Sheptoff Financial Planning’s Codexis CDXS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22K | Hold |
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|
2025
Q1 | $1.34K | Hold |
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|
2024
Q4 | $2.38K | Hold |
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|
2024
Q3 | $1.54K | Hold |
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|
2024
Q2 | $1.55K | Hold |
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|
2024
Q1 | $1.75K | Hold |
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|
2023
Q4 | $1.52K | Hold |
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|
2023
Q3 | $945 | Hold |
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|
2023
Q2 | $1.4K | Hold |
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|
2023
Q1 | $2.07K | Hold |
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|
2022
Q4 | $2.33K | Hold |
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|
2022
Q3 | $3K | Hold |
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|
2022
Q2 | $5K | Sell |
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|
2022
Q1 | $208K | Sell |
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|
2021
Q4 | $353K | Hold |
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|
2021
Q3 | $263K | Sell |
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|
2021
Q2 | $272K | Hold |
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|
2021
Q1 | $275K | Sell |
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|
2020
Q4 | $306K | Hold |
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|
2020
Q3 | $164K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $271K | Buy |
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|
2019
Q1 | $237K | Buy |
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|
2018
Q4 | $158K | Sell |
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|
2018
Q3 | $169K | Buy |
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