Ropes Wealth Advisors’s Codexis CDXS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-230
| Closed | -$5K | – | 330 |
|
|
2020
Q4 | $5K | Hold |
230
| – | – | ﹤0.01% | 569 |
|
|
2020
Q3 | $3K | Hold |
230
| – | – | ﹤0.01% | 574 |
|
|
2020
Q2 | $3K | Hold |
230
| – | – | ﹤0.01% | 507 |
|
|
2020
Q1 | $3K | Hold |
230
| – | – | ﹤0.01% | 477 |
|
|
2019
Q4 | $4K | Hold |
230
| – | – | ﹤0.01% | 504 |
|
|
2019
Q3 | $3K | Hold |
230
| – | – | ﹤0.01% | 524 |
|
|
2019
Q2 | $4K | Hold |
230
| – | – | ﹤0.01% | 524 |
|
|
2019
Q1 | $5K | Buy |
+230
| New | +$5K | ﹤0.01% | 482 |
|