LVW Advisors’s Calix CALX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $509K | Buy |
9,571
+3,206
| +50% | +$171K | 0.06% | 186 |
|
|
2025
Q1 | $226K | Buy |
+6,365
| New | +$226K | 0.03% | 283 |
|
|
2024
Q4 | – | Sell |
-8,047
| Closed | -$312K | – | 312 |
|
|
2024
Q3 | $312K | Buy |
8,047
+2,187
| +37% | +$84.8K | 0.04% | 232 |
|
|
2024
Q2 | $208K | Buy |
+5,860
| New | +$208K | 0.03% | 279 |
|
|
2024
Q1 | – | Sell |
-7,333
| Closed | -$320K | – | 286 |
|
|
2023
Q4 | $320K | Sell |
7,333
-114
| -2% | -$4.98K | 0.06% | 199 |
|
|
2023
Q3 | $341K | Sell |
7,447
-353
| -5% | -$16.2K | 0.07% | 159 |
|
|
2023
Q2 | $389K | Sell |
7,800
-1,552
| -17% | -$77.5K | 0.07% | 142 |
|
|
2023
Q1 | $501K | Buy |
9,352
+30
| +0.3% | +$1.61K | 0.1% | 142 |
|
|
2022
Q4 | $638K | Sell |
9,322
-1,885
| -17% | -$129K | 0.13% | 122 |
|
|
2022
Q3 | $685K | Hold |
11,207
| – | – | 0.15% | 104 |
|
|
2022
Q2 | $383K | Buy |
11,207
+535
| +5% | +$18.3K | 0.08% | 159 |
|
|
2022
Q1 | $458K | Buy |
10,672
+422
| +4% | +$18.1K | 0.08% | 149 |
|
|
2021
Q4 | $820K | Buy |
10,250
+490
| +5% | +$39.2K | 0.14% | 107 |
|
|
2021
Q3 | $482K | Buy |
9,760
+225
| +2% | +$11.1K | 0.08% | 161 |
|
|
2021
Q2 | $453K | Buy |
9,535
+846
| +10% | +$40.2K | 0.08% | 155 |
|
|
2021
Q1 | $301K | Buy |
+8,689
| New | +$301K | 0.06% | 182 |
|