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Crewe Advisors’s Calix CALX Stock Holding History

Crewe Advisors’s Portfolio CALX Stock Details CALX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-325
Closed -$11.5K – 760
2024
Q2 		$11.5K Buy
325
+238
+274% +$8.43K ﹤0.01% 661
2024
Q1 		$2.89K Buy
+87
New +$2.89K ﹤0.01% 822