Cary Street Partners Investment Advisory’s Calix CALX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-225
| Closed | -$10.3K | – | 791 |
|
|
2023
Q3 | $10.3K | Hold |
225
| – | – | ﹤0.01% | 1294 |
|
|
2023
Q2 | $11.2K | Hold |
225
| – | – | ﹤0.01% | 1209 |
|
|
2023
Q1 | $12.1K | Hold |
225
| – | – | ﹤0.01% | 1100 |
|
|
2022
Q4 | $15.4K | Buy |
+225
| New | +$15.4K | ﹤0.01% | 1037 |
|
|
2020
Q4 | – | Sell |
-1,000
| Closed | -$18K | – | 426 |
|
|
2020
Q3 | $18K | Buy |
+1,000
| New | +$18K | ﹤0.01% | 671 |
|