Carson Wealth (CWM LLC)’s Calix CALX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $71K | Buy |
1,335
+707
| +113% | +$37.6K | ﹤0.01% | 2996 |
|
|
2025
Q1 | $22K | Buy |
628
+165
| +36% | +$5.78K | ﹤0.01% | 3590 |
|
|
2024
Q4 | $16K | Sell |
463
-133
| -22% | -$4.6K | ﹤0.01% | 3564 |
|
|
2024
Q3 | $23K | Buy |
596
+127
| +27% | +$4.9K | ﹤0.01% | 3261 |
|
|
2024
Q2 | $17K | Sell |
469
-143
| -23% | -$5.18K | ﹤0.01% | 3204 |
|
|
2024
Q1 | $20K | Buy |
612
+599
| +4,608% | +$19.6K | ﹤0.01% | 2897 |
|
|
2023
Q4 | $1K | Sell |
13
-229
| -95% | -$17.6K | ﹤0.01% | 3902 |
|
|
2023
Q3 | $11K | Buy |
242
+200
| +476% | +$9.09K | ﹤0.01% | 3067 |
|
|
2023
Q2 | $2K | Buy |
42
+16
| +62% | +$762 | ﹤0.01% | 3752 |
|
|
2023
Q1 | $1K | Sell |
26
-93
| -78% | -$3.58K | ﹤0.01% | 3773 |
|
|
2022
Q4 | $8K | Buy |
119
+15
| +14% | +$1.01K | ﹤0.01% | 2907 |
|
|
2022
Q3 | $6K | Buy |
104
+83
| +395% | +$4.79K | ﹤0.01% | 2944 |
|
|
2022
Q2 | $1K | Hold |
21
| – | – | ﹤0.01% | 3483 |
|
|
2022
Q1 | $1K | Buy |
21
+17
| +425% | +$810 | ﹤0.01% | 3288 |
|
|
2021
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 3478 |
|