JFS Wealth Advisors’s Calix CALX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $479 | Sell |
9
-20
| -69% | -$1.06K | ﹤0.01% | 1702 |
|
|
2025
Q1 | $1.03K | Hold |
29
| – | – | ﹤0.01% | 1640 |
|
|
2024
Q4 | $1.01K | Buy |
29
+10
| +53% | +$349 | ﹤0.01% | 1670 |
|
|
2024
Q3 | $738 | Buy |
19
+1
| +6% | +$39 | ﹤0.01% | 1744 |
|
|
2024
Q2 | $638 | Hold |
18
| – | – | ﹤0.01% | 1767 |
|
|
2024
Q1 | $597 | Sell |
18
-9
| -33% | -$299 | ﹤0.01% | 1756 |
|
|
2023
Q4 | $1.18K | Buy |
27
+2
| +8% | +$87 | ﹤0.01% | 1607 |
|
|
2023
Q3 | $1.15K | Buy |
25
+3
| +14% | +$138 | ﹤0.01% | 1557 |
|
|
2023
Q2 | $1.1K | Sell |
22
-1
| -4% | -$50 | ﹤0.01% | 1574 |
|
|
2023
Q1 | $1.23K | Sell |
23
-13
| -36% | -$697 | ﹤0.01% | 1522 |
|
|
2022
Q4 | $2.46K | Buy |
36
+1
| +3% | +$68 | ﹤0.01% | 1291 |
|
|
2022
Q3 | $2K | Buy |
35
+12
| +52% | +$686 | ﹤0.01% | 1287 |
|
|
2022
Q2 | $1K | Buy |
23
+12
| +109% | +$522 | ﹤0.01% | 1480 |
|
|
2022
Q1 | $0 | Sell |
11
-1
| -8% | – | ﹤0.01% | 1830 |
|
|
2021
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 1280 |
|