Genesee Capital Advisors’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 |
-52,468
| Closed | -$4.2M | – | 114 |
|
|
2021
Q4 | $4.2M | Sell |
52,468
-4,046
| -7% | -$324K | 2% | 11 |
|
|
2021
Q3 | $2.79M | Buy |
+56,514
| New | +$2.79M | 1.38% | 21 |
|
|
2021
Q2 | – | Sell |
-62,679
| Closed | -$2.17M | – | 59 |
|
|
2021
Q1 | $2.17M | Sell |
62,679
-51,650
| -45% | -$1.79M | 1.29% | 26 |
|
|
2020
Q4 | $3.4M | Sell |
114,329
-1,123
| -1% | -$33.4K | 2.23% | 13 |
|
|
2020
Q3 | $2.05M | Buy |
+115,452
| New | +$2.05M | 1.69% | 15 |
|