LVW Advisors’s Calix CALX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $581K | Sell |
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|
2025
Q2 | $509K | Buy |
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|
2025
Q1 | $226K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $312K | Buy |
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|
2024
Q2 | $208K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $320K | Sell |
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|
2023
Q3 | $341K | Sell |
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|
2023
Q2 | $389K | Sell |
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|
2023
Q1 | $501K | Buy |
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|
2022
Q4 | $638K | Sell |
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|
2022
Q3 | $685K | Hold |
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|
2022
Q2 | $383K | Buy |
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|
2022
Q1 | $458K | Buy |
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|
2021
Q4 | $820K | Buy |
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|
2021
Q3 | $482K | Buy |
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|
2021
Q2 | $453K | Buy |
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|
2021
Q1 | $301K | Buy |
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