Coppell Advisory Solutions’s Calix CALX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-282
| Closed | -$9.84K | – | 548 |
|
2024
Q4 | $9.84K | Hold |
282
| – | – | ﹤0.01% | 1123 |
|
2024
Q3 | $10.8K | Hold |
282
| – | – | ﹤0.01% | 1053 |
|
2024
Q2 | $9.99K | Buy |
+282
| New | +$9.99K | ﹤0.01% | 1001 |
|
2023
Q4 | $12.3K | Sell |
282
-381
| -57% | -$16.6K | ﹤0.01% | 885 |
|
2023
Q3 | $45.4K | Sell |
663
-398
| -38% | -$27.2K | 0.02% | 340 |
|
2023
Q2 | $53.6K | Buy |
+1,061
| New | +$53.6K | 0.02% | 341 |
|
2023
Q1 | – | Sell |
-663
| Closed | -$45.4K | – | 330 |
|
2022
Q4 | $45.4K | Buy |
+663
| New | +$45.4K | 0.02% | 344 |
|