DWM
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Diversify Wealth Management’s Calix CALX Stock Holding History

Diversify Wealth Management’s Portfolio CALX Stock Details CALX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,066
Closed -$373K – 519
2024
Q3 		$373K Buy
10,066
+1,628
+19% +$60.3K 0.04% 362
2024
Q2 		$305K Buy
+8,438
New +$305K 0.04% 357