IEQ Capital’s Calix CALX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $292K | Buy |
+5,487
| New | +$292K | ﹤0.01% | 1412 |
|
|
2024
Q4 | – | Sell |
-5,487
| Closed | -$213K | – | 1346 |
|
|
2024
Q3 | $213K | Buy |
+5,487
| New | +$213K | ﹤0.01% | 1047 |
|
|
2024
Q1 | – | Sell |
-5,487
| Closed | -$240K | – | 984 |
|
|
2023
Q4 | $240K | Hold |
5,487
| – | – | ﹤0.01% | 791 |
|
|
2023
Q3 | $252K | Hold |
5,487
| – | – | 0.01% | 771 |
|
|
2023
Q2 | $274K | Hold |
5,487
| – | – | 0.01% | 710 |
|
|
2023
Q1 | $294K | Hold |
5,487
| – | – | 0.01% | 722 |
|
|
2022
Q4 | $375K | Sell |
5,487
-949
| -15% | -$64.9K | 0.01% | 576 |
|
|
2022
Q3 | $393K | Hold |
6,436
| – | – | 0.01% | 592 |
|
|
2022
Q2 | $220K | Hold |
6,436
| – | – | 0.01% | 699 |
|
|
2022
Q1 | $276K | Buy |
+6,436
| New | +$276K | 0.01% | 660 |
|