Private Wealth Management Group’s Calix CALX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.49K | Sell |
122
-17
| -12% | -$904 | ﹤0.01% | 644 |
|
|
2025
Q1 | $4.93K | Sell |
139
-1
| -0.7% | -$35 | ﹤0.01% | 730 |
|
|
2024
Q4 | $4.88K | Hold |
140
| – | – | ﹤0.01% | 751 |
|
|
2024
Q3 | $5.43K | Hold |
140
| – | – | ﹤0.01% | 694 |
|
|
2024
Q2 | $4.96K | Buy |
140
+126
| +900% | +$4.47K | ﹤0.01% | 707 |
|
|
2024
Q1 | $465 | Buy |
+14
| New | +$465 | ﹤0.01% | 1459 |
|