Raymond James Financial Services Advisors’s Calix CALX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-8,889
| Closed | -$407K | – | 3306 |
|
|
2023
Q3 | $407K | Sell |
8,889
-2,000
| -18% | -$91.7K | ﹤0.01% | 2440 |
|
|
2023
Q2 | $543K | Sell |
10,889
-1,412
| -11% | -$70.5K | ﹤0.01% | 2296 |
|
|
2023
Q1 | $659K | Sell |
12,301
-500
| -4% | -$26.8K | ﹤0.01% | 2157 |
|
|
2022
Q4 | $876K | Sell |
12,801
-800
| -6% | -$54.7K | ﹤0.01% | 1925 |
|
|
2022
Q3 | $832K | Buy |
13,601
+15
| +0.1% | +$918 | ﹤0.01% | 1931 |
|
|
2022
Q2 | $464K | Sell |
13,586
-4,089
| -23% | -$140K | ﹤0.01% | 2324 |
|
|
2022
Q1 | $758K | Buy |
+17,675
| New | +$758K | ﹤0.01% | 2129 |
|
|
2020
Q3 | – | Sell |
-12,079
| Closed | -$180K | – | 2844 |
|
|
2020
Q2 | $180K | Buy |
+12,079
| New | +$180K | ﹤0.01% | 2516 |
|