AWAU
Alliance Wealth Advisors (Utah)’s Calix CALX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-12,189
| Closed | -$473K | – | 260 |
|
|
2024
Q3 | $473K | Buy |
12,189
+1,160
| +11% | +$45K | 0.12% | 158 |
|
|
2024
Q2 | $391K | Buy |
11,029
+949
| +9% | +$33.6K | 0.11% | 168 |
|
|
2024
Q1 | $334K | Buy |
10,080
+1,300
| +15% | +$43.1K | 0.1% | 188 |
|
|
2023
Q4 | $384K | Buy |
8,780
+375
| +4% | +$16.4K | 0.13% | 167 |
|
|
2023
Q3 | $385K | Buy |
8,405
+3,348
| +66% | +$153K | 0.14% | 150 |
|
|
2023
Q2 | $252K | Buy |
+5,057
| New | +$252K | 0.09% | 199 |
|