United Capital Financial Advisors’s Codexis CDXS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-10,291
| Closed | -$121K | – | 1189 |
|
|
2020
Q3 | $121K | Hold |
10,291
| – | – | ﹤0.01% | 1100 |
|
|
2020
Q2 | $117K | Hold |
10,291
| – | – | ﹤0.01% | 1132 |
|
|
2020
Q1 | $115K | Hold |
10,291
| – | – | ﹤0.01% | 1113 |
|
|
2019
Q4 | $165K | Hold |
10,291
| – | – | ﹤0.01% | 1289 |
|
|
2019
Q3 | $141K | Hold |
10,291
| – | – | ﹤0.01% | 1215 |
|
|
2019
Q2 | $190K | Buy |
+10,291
| New | +$190K | ﹤0.01% | 1350 |
|