CAPTRUST Financial Advisors’s Calix CALX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-847
| Closed | -$29K | – | 2358 |
|
|
2022
Q2 | $29K | Buy |
847
+204
| +32% | +$6.99K | ﹤0.01% | 3143 |
|
|
2022
Q1 | $28K | Buy |
643
+44
| +7% | +$1.92K | ﹤0.01% | 3188 |
|
|
2021
Q4 | $48K | Sell |
599
-39
| -6% | -$3.13K | ﹤0.01% | 2700 |
|
|
2021
Q3 | $32K | Sell |
638
-135
| -17% | -$6.77K | ﹤0.01% | 2859 |
|
|
2021
Q2 | $37K | Buy |
773
+42
| +6% | +$2.01K | ﹤0.01% | 2700 |
|
|
2021
Q1 | $25K | Buy |
+731
| New | +$25K | ﹤0.01% | 2856 |
|