Private Wealth Management Group’s Calix CALX Stock Holding History

Private Wealth Management Group’s Portfolio CALX Stock Details CALX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$7.49K	Hold
2025 Q2	$6.49K	Sell
2025 Q1	$4.93K	Sell
2024 Q4	$4.88K	Hold
2024 Q3	$5.43K	Hold
2024 Q2	$4.96K	Buy
2024 Q1	$465	Buy