Blue Trust Inc’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 |
-650
| Closed | -$23K | – | 2516 |
|
|
2024
Q3 | $23K | Buy |
650
+346
| +114% | +$12.3K | ﹤0.01% | 1888 |
|
|
2024
Q2 | $10.1K | Buy |
304
+12
| +4% | +$398 | ﹤0.01% | 1924 |
|
|
2024
Q1 | $9.68K | Hold |
292
| – | – | ﹤0.01% | 1454 |
|
|
2023
Q4 | $13K | Sell |
292
-460
| -61% | -$20.5K | ﹤0.01% | 1473 |
|
|
2023
Q3 | $38K | Sell |
752
-5
| -0.7% | -$253 | ﹤0.01% | 937 |
|
|
2023
Q2 | $41K | Buy |
757
+297
| +65% | +$16.1K | ﹤0.01% | 761 |
|
|
2023
Q1 | $31K | Hold |
460
| – | – | ﹤0.01% | 1210 |
|
|
2022
Q4 | $28K | Buy |
460
+230
| +100% | +$14K | ﹤0.01% | 1154 |
|
|
2022
Q3 | $8K | Hold |
230
| – | – | ﹤0.01% | 1406 |
|
|
2022
Q2 | $10K | Buy |
+230
| New | +$10K | ﹤0.01% | 1192 |
|