Valeo Financial Advisors’s Codexis CDXS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,000
| Closed | -$23K | – | 662 |
|
|
2021
Q1 | $23K | Buy |
+1,000
| New | +$23K | ﹤0.01% | 1063 |
|
|
2020
Q3 | – | Sell |
-196
| Closed | -$2K | – | 1611 |
|
|
2020
Q2 | $2K | Hold |
196
| – | – | ﹤0.01% | 1653 |
|
|
2020
Q1 | $2K | Sell |
196
-53
| -21% | -$541 | ﹤0.01% | 1441 |
|
|
2019
Q4 | $4K | Hold |
249
| – | – | ﹤0.01% | 1317 |
|
|
2019
Q3 | $3K | Buy |
249
+53
| +27% | +$639 | ﹤0.01% | 1295 |
|
|
2019
Q2 | $4K | Hold |
196
| – | – | ﹤0.01% | 1243 |
|
|
2019
Q1 | $4K | Sell |
196
-28
| -13% | -$571 | ﹤0.01% | 1215 |
|
|
2018
Q4 | $4K | Hold |
224
| – | – | ﹤0.01% | 1118 |
|
|
2018
Q3 | $3K | Sell |
224
-55
| -20% | -$737 | ﹤0.01% | 1320 |
|
|
2018
Q2 | $4K | Buy |
+279
| New | +$4K | ﹤0.01% | 1175 |
|