GWS
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Glassman Wealth Services’s Calix CALX Stock Holding History

Glassman Wealth Services’s Portfolio CALX Stock Details CALX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-12
Closed -$643 – 1921
2023
Q1 		$643 Buy
12
+7
+140% +$375 ﹤0.01% 1567
2022
Q4 		$342 Hold
5
– – ﹤0.01% 1696
2022
Q3 		$0 Buy
+5
New – ﹤0.01% 1683