Geneos Wealth Management’s Calix CALX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-150
Closed -$11K 2778
2021
Q4
$11K Sell
150
-65
-30% -$4.77K ﹤0.01% 2126
2021
Q3
$10K Buy
+215
New +$10K ﹤0.01% 2207