PCM
Penn Capital Management’s Calix CALX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.8M | Sell |
315,847
-22,464
| -7% | -$1.2M | 1.46% | 19 |
|
|
2025
Q1 | $12M | Buy |
+338,311
| New | +$12M | 1.17% | 44 |
|
|
2024
Q2 | – | Sell |
-151,807
| Closed | -$5.04M | – | 150 |
|
|
2024
Q1 | $5.04M | Sell |
151,807
-1,559
| -1% | -$51.8K | 0.45% | 76 |
|
|
2023
Q4 | $6.71M | Buy |
153,366
+18,744
| +14% | +$820K | 0.62% | 71 |
|
|
2023
Q3 | $6.18M | Buy |
+134,622
| New | +$6.18M | 0.63% | 71 |
|