KLR Investment Advisors’s Calix CALX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $205K | Sell |
6,921
-793
| -10% | -$23.4K | 0.15% | 174 |
|
|
2023
Q4 | $337K | Buy |
7,714
+1,952
| +34% | +$85.3K | 0.24% | 127 |
|
|
2023
Q3 | $309K | Sell |
5,762
-80
| -1% | -$4.29K | 0.28% | 116 |
|
|
2023
Q2 | $292K | Sell |
5,842
-145
| -2% | -$7.24K | 0.24% | 142 |
|
|
2023
Q1 | $321K | Buy |
+5,987
| New | +$321K | 0.28% | 116 |
|