JWS
Juncture Wealth Strategies’s Calix CALX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-14,009
| Closed | -$751K | – | 115 |
|
|
2023
Q1 | $751K | Buy |
+14,009
| New | +$751K | 0.37% | 51 |
|
|
2021
Q4 | – | Sell |
-13,134
| Closed | -$649K | – | 129 |
|
|
2021
Q3 | $649K | Buy |
13,134
+2,290
| +21% | +$113K | 0.34% | 59 |
|
|
2021
Q2 | $488K | Buy |
+10,844
| New | +$488K | 0.28% | 73 |
|