Mount Capital’s Calix CALX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-34,980
| Closed | -$1.88M | – | 27 |
|
|
2023
Q1 | $1.88M | Hold |
34,980
| – | – | 0.74% | 37 |
|
|
2022
Q4 | $2.39M | Sell |
34,980
-9,483
| -21% | -$649K | 0.93% | 21 |
|
|
2022
Q3 | $2.72M | Sell |
44,463
-4,412
| -9% | -$270K | 1.16% | 12 |
|
|
2022
Q2 | $1.67M | Hold |
48,875
| – | – | 0.59% | 31 |
|
|
2022
Q1 | $2.1M | Sell |
48,875
-3,273
| -6% | -$140K | 0.61% | 36 |
|
|
2021
Q4 | $4.17M | Buy |
+52,148
| New | +$4.17M | 1.15% | 13 |
|