Disciplined Investments’s Calix CALX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8
| Closed | -$399 | – | 320 |
|
|
2023
Q2 | $399 | Hold |
8
| – | – | ﹤0.01% | 1311 |
|
|
2023
Q1 | $429 | Sell |
8
-1
| -11% | -$54 | ﹤0.01% | 1280 |
|
|
2022
Q4 | $616 | Hold |
9
| – | – | ﹤0.01% | 1112 |
|
|
2022
Q3 | $1K | Buy |
9
+1
| +13% | +$111 | ﹤0.01% | 813 |
|
|
2022
Q2 | $0 | Buy |
8
+1
| +14% | – | ﹤0.01% | 1290 |
|
|
2022
Q1 | $0 | Buy |
+7
| New | – | ﹤0.01% | 1358 |
|