Covestor’s Calix CALX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15K | Sell |
291
-2
| -0.7% | -$103 | 0.01% | 1342 |
|
|
2025
Q1 | $10K | Buy |
293
+1
| +0.3% | +$34 | 0.01% | 1478 |
|
|
2024
Q4 | $10K | Hold |
292
| – | – | 0.01% | 1521 |
|
|
2024
Q3 | $11K | Sell |
292
-308
| -51% | -$11.6K | 0.01% | 1478 |
|
|
2024
Q2 | $22K | Buy |
600
+315
| +111% | +$11.6K | 0.01% | 1162 |
|
|
2024
Q1 | $9K | Sell |
285
-1,154
| -80% | -$36.4K | 0.01% | 1636 |
|
|
2023
Q4 | $63K | Buy |
1,439
+61
| +4% | +$2.67K | 0.04% | 746 |
|
|
2023
Q3 | $63K | Buy |
1,378
+126
| +10% | +$5.76K | 0.05% | 656 |
|
|
2023
Q2 | $62K | Buy |
1,252
+1,118
| +834% | +$55.4K | 0.05% | 680 |
|
|
2023
Q1 | $7K | Hold |
134
| – | – | 0.01% | 1461 |
|
|
2022
Q4 | $9K | Buy |
134
+129
| +2,580% | +$8.66K | 0.01% | 1361 |
|
|
2022
Q3 | $0 | Sell |
5
-45
| -90% | – | ﹤0.01% | 2023 |
|
|
2022
Q2 | $2K | Sell |
50
-5
| -9% | -$200 | ﹤0.01% | 1581 |
|
|
2022
Q1 | $2K | Sell |
55
-592
| -91% | -$21.5K | ﹤0.01% | 1647 |
|
|
2021
Q4 | $52K | Buy |
+647
| New | +$52K | 0.07% | 508 |
|