PWG
Portside Wealth Group’s Calix CALX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $426K | Sell |
8,015
-399
| -5% | -$21.2K | 0.06% | 275 |
|
|
2025
Q1 | $298K | Buy |
8,414
+621
| +8% | +$22K | 0.05% | 333 |
|
|
2024
Q4 | $272K | Sell |
7,793
-2,524
| -24% | -$88K | 0.04% | 341 |
|
|
2024
Q3 | $400K | Buy |
10,317
+3,103
| +43% | +$120K | 0.07% | 250 |
|
|
2024
Q2 | $256K | Buy |
7,214
+301
| +4% | +$10.7K | 0.05% | 296 |
|
|
2024
Q1 | $229K | Buy |
6,913
+343
| +5% | +$11.4K | 0.04% | 326 |
|
|
2023
Q4 | $287K | Buy |
6,570
+24
| +0.4% | +$1.05K | 0.05% | 272 |
|
|
2023
Q3 | $296K | Buy |
6,546
+1,399
| +27% | +$63.3K | 0.06% | 252 |
|
|
2023
Q2 | $257K | Buy |
+5,147
| New | +$257K | 0.05% | 285 |
|