Summit Wealth & Retirement Planning’s Co-Diagnostics CODX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-12,325
| Closed | -$31.1K | – | 107 |
|
|
2022
Q4 | $31.1K | Sell |
12,325
-1,552
| -11% | -$3.91K | 0.01% | 103 |
|
|
2022
Q3 | $45K | Hold |
13,877
| – | – | 0.02% | 105 |
|
|
2022
Q2 | $78K | Sell |
13,877
-371
| -3% | -$2.09K | 0.03% | 110 |
|
|
2022
Q1 | $88K | Sell |
14,248
-247
| -2% | -$1.53K | 0.03% | 100 |
|
|
2021
Q4 | $129K | Sell |
14,495
-17,152
| -54% | -$153K | 0.04% | 87 |
|
|
2021
Q3 | $308K | Sell |
31,647
-4,465
| -12% | -$43.5K | 0.11% | 73 |
|
|
2021
Q2 | $298K | Buy |
36,112
+207
| +0.6% | +$1.71K | 0.11% | 71 |
|
|
2021
Q1 | $343K | Buy |
35,905
+220
| +0.6% | +$2.1K | 0.13% | 80 |
|
|
2020
Q4 | $332K | Buy |
+35,685
| New | +$332K | 0.13% | 92 |
|