Forest Hill Capital’s Calix CALX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-139,556
| Closed | -$1.08M | – | 55 |
|
|
2016
Q4 | $1.08M | Sell |
139,556
-190,922
| -58% | -$1.47M | 0.35% | 39 |
|
|
2016
Q3 | $2.43M | Hold |
330,478
| – | – | 1.19% | 32 |
|
|
2016
Q2 | $2.28M | Hold |
330,478
| – | – | 0.31% | 33 |
|
|
2016
Q1 | $2.34M | Hold |
330,478
| – | – | 0.28% | 34 |
|
|
2015
Q4 | $2.6M | Hold |
330,478
| – | – | 0.3% | 33 |
|
|
2015
Q3 | $2.57M | Buy |
330,478
+100,000
| +43% | +$779K | 0.24% | 39 |
|
|
2015
Q2 | $1.75M | Buy |
+230,478
| New | +$1.75M | 0.16% | 50 |
|