EverSource Wealth Advisors’s Calix CALX Stock Holding History

EverSource Wealth Advisors’s Portfolio CALX Stock Details CALX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$8.22K	Hold
2025 Q2	$7.13K	Buy
2025 Q1	$2.69K	Buy
2024 Q4	$139	Buy
2023 Q3	–	Sell
2023 Q2	$499	Sell
2023 Q1	$2.57K	Sell
2022 Q4	$16.4K	Buy
2022 Q3	$14K	Buy