AssetMark Inc’s Calix CALX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.56K | Buy |
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|
2025
Q2 | $372 | Buy |
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|
2025
Q1 | $177 | Sell |
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|
2024
Q4 | $7.78K | Sell |
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|
2024
Q3 | $131K | Buy |
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|
2024
Q2 | $103K | Buy |
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|
2024
Q1 | $72.3K | Sell |
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|
2023
Q4 | $97.6K | Buy |
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|
2023
Q3 | $72.3K | Buy |
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|
2023
Q2 | $59.7K | Buy |
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|
2023
Q1 | $44.1K | Buy |
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|
2022
Q4 | $38.7K | Buy |
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|
2022
Q3 | $25K | Sell |
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|
2022
Q2 | $17K | Buy |
|