Portside Wealth Group’s Calix CALX Stock Holding History

Portside Wealth Group’s Portfolio CALX Stock Details CALX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$426K	Sell
2025 Q1	$298K	Buy
2024 Q4	$272K	Sell
2024 Q3	$400K	Buy
2024 Q2	$256K	Buy
2024 Q1	$229K	Buy
2023 Q4	$287K	Buy
2023 Q3	$296K	Buy
2023 Q2	$257K	Buy