D.A. Davidson & Co’s Calix CALX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,037
| Closed | -$276K | – | 1334 |
|
|
2022
Q4 | $276K | Sell |
4,037
-1,150
| -22% | -$78.7K | ﹤0.01% | 1084 |
|
|
2022
Q3 | $317K | Buy |
+5,187
| New | +$317K | ﹤0.01% | 978 |
|
|
2022
Q2 | – | Sell |
-8,477
| Closed | -$364K | – | 1275 |
|
|
2022
Q1 | $364K | Sell |
8,477
-2,336
| -22% | -$100K | ﹤0.01% | 1002 |
|
|
2021
Q4 | $865K | Buy |
10,813
+472
| +5% | +$37.8K | 0.01% | 695 |
|
|
2021
Q3 | $511K | Hold |
10,341
| – | – | 0.01% | 834 |
|
|
2021
Q2 | $491K | Buy |
10,341
+1,152
| +13% | +$54.7K | 0.01% | 839 |
|
|
2021
Q1 | $318K | Buy |
+9,189
| New | +$318K | ﹤0.01% | 941 |
|