TWA
TCI Wealth Advisors’s Codexis CDXS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-630
| Closed | -$2.94K | – | 2539 |
|
|
2022
Q4 | $2.94K | Buy |
+630
| New | +$2.94K | ﹤0.01% | 1867 |
|
|
2022
Q2 | – | Sell |
-203
| Closed | -$4K | – | 2295 |
|
|
2022
Q1 | $4K | Sell |
203
-69
| -25% | -$1.36K | ﹤0.01% | 1673 |
|
|
2021
Q4 | $9K | Hold |
272
| – | – | ﹤0.01% | 1233 |
|
|
2021
Q3 | $6K | Hold |
272
| – | – | ﹤0.01% | 1417 |
|
|
2021
Q2 | $6K | Buy |
272
+178
| +189% | +$3.93K | ﹤0.01% | 1269 |
|
|
2021
Q1 | $2K | Buy |
+94
| New | +$2K | ﹤0.01% | 1673 |
|
|
2018
Q4 | – | Sell |
-18
| Closed | – | – | 1454 |
|
|
2018
Q3 | $0 | Sell |
18
-36
| -67% | – | ﹤0.01% | 1460 |
|
|
2018
Q2 | $1K | Buy |
+54
| New | +$1K | ﹤0.01% | 1259 |
|