AE Wealth Management’s Calix CALX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-12,418
| Closed | -$620K | – | 1957 |
|
|
2023
Q2 | $620K | Buy |
12,418
+1,578
| +15% | +$78.8K | ﹤0.01% | 1275 |
|
|
2023
Q1 | $581K | Buy |
10,840
+2,166
| +25% | +$116K | ﹤0.01% | 1268 |
|
|
2022
Q4 | $594K | Buy |
+8,674
| New | +$594K | ﹤0.01% | 1208 |
|
|
2022
Q1 | – | Sell |
-17,625
| Closed | -$1.41M | – | 1680 |
|
|
2021
Q4 | $1.41M | Buy |
17,625
+11,890
| +207% | +$951K | 0.01% | 808 |
|
|
2021
Q3 | $283K | Sell |
5,735
-14,265
| -71% | -$704K | ﹤0.01% | 1376 |
|
|
2021
Q2 | $950K | Sell |
20,000
-171
| -0.8% | -$8.12K | 0.01% | 860 |
|
|
2021
Q1 | $699K | Buy |
20,171
+5,954
| +42% | +$206K | 0.01% | 886 |
|
|
2020
Q4 | $423K | Buy |
+14,217
| New | +$423K | ﹤0.01% | 1013 |
|