EverSource Wealth Advisors’s Calix CALX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.13K | Buy |
134
+58
| +76% | +$3.09K | ﹤0.01% | 2987 |
|
|
2025
Q1 | $2.69K | Buy |
76
+72
| +1,800% | +$2.55K | ﹤0.01% | 2787 |
|
|
2024
Q4 | $139 | Buy |
+4
| New | +$139 | ﹤0.01% | 3499 |
|
|
2023
Q3 | – | Sell |
-10
| Closed | -$499 | – | 2529 |
|
|
2023
Q2 | $499 | Sell |
10
-38
| -79% | -$1.9K | ﹤0.01% | 2355 |
|
|
2023
Q1 | $2.57K | Sell |
48
-191
| -80% | -$10.2K | ﹤0.01% | 1856 |
|
|
2022
Q4 | $16.4K | Buy |
239
+10
| +4% | +$684 | ﹤0.01% | 1129 |
|
|
2022
Q3 | $14K | Buy |
+229
| New | +$14K | ﹤0.01% | 1012 |
|