Corient Private Wealth
CALX icon

Corient Private Wealth’s Calix CALX Stock Holding History

Corient Private Wealth’s Portfolio CALX Stock Details CALX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$237K Buy
+4,447
New +$237K ﹤0.01% 2214
2023
Q1 		– Sell
-3,793
Closed -$260K – 1994
2022
Q4 		$260K Buy
+3,793
New +$260K ﹤0.01% 1385