Global Retirement Partners’s Calix CALX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-40
| Closed | -$1.55K | – | 3663 |
|
|
2024
Q3 | $1.55K | Sell |
40
-5
| -11% | -$194 | ﹤0.01% | 3009 |
|
|
2024
Q2 | $1.59K | Buy |
45
+5
| +13% | +$177 | ﹤0.01% | 3043 |
|
|
2024
Q1 | $1.33K | Hold |
40
| – | – | ﹤0.01% | 2891 |
|
|
2023
Q4 | $1.71K | Sell |
40
-8
| -17% | -$343 | ﹤0.01% | 2727 |
|
|
2023
Q3 | $2.12K | Buy |
48
+16
| +50% | +$708 | ﹤0.01% | 2518 |
|
|
2023
Q2 | $1.6K | Buy |
+32
| New | +$1.6K | ﹤0.01% | 2623 |
|
|
2022
Q2 | – | Sell |
-16
| Closed | -$1K | – | 2683 |
|
|
2022
Q1 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 2330 |
|