Bell Investment Advisors’s Calix CALX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11
| Closed | -$427 | – | 1910 |
|
|
2024
Q3 | $427 | Hold |
11
| – | – | ﹤0.01% | 1813 |
|
|
2024
Q2 | $390 | Sell |
11
-15
| -58% | -$532 | ﹤0.01% | 1874 |
|
|
2024
Q1 | $863 | Hold |
26
| – | – | ﹤0.01% | 1643 |
|
|
2023
Q4 | $1.14K | Sell |
26
-4
| -13% | -$175 | ﹤0.01% | 1551 |
|
|
2023
Q3 | $1.38K | Buy |
30
+5
| +20% | +$229 | ﹤0.01% | 1450 |
|
|
2023
Q2 | $1.25K | Sell |
25
-1
| -4% | -$50 | ﹤0.01% | 1521 |
|
|
2023
Q1 | $1.39K | Sell |
26
-7
| -21% | -$375 | ﹤0.01% | 1429 |
|
|
2022
Q4 | $2.26K | Buy |
33
+7
| +27% | +$479 | ﹤0.01% | 1223 |
|
|
2022
Q3 | $2K | Buy |
26
+11
| +73% | +$846 | ﹤0.01% | 1061 |
|
|
2022
Q2 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 1355 |
|