Cape Investment Advisory’s Calix CALX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-155
| Closed | -$5.49K | – | 1185 |
|
|
2025
Q1 | $5.49K | Hold |
155
| – | – | ﹤0.01% | 727 |
|
|
2024
Q4 | $5.41K | Hold |
155
| – | – | ﹤0.01% | 719 |
|
|
2024
Q3 | $6.01K | Buy |
155
+45
| +41% | +$1.75K | ﹤0.01% | 666 |
|
|
2024
Q2 | $3.9K | Buy |
110
+82
| +293% | +$2.91K | ﹤0.01% | 713 |
|
|
2024
Q1 | $928 | Buy |
+28
| New | +$928 | ﹤0.01% | 850 |
|