Reilly Financial Advisors’s Calix CALX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3,700
| Closed | -$28K | – | 951 |
|
|
2019
Q1 | $28K | Hold |
3,700
| – | – | ﹤0.01% | 445 |
|
|
2018
Q4 | $36K | Hold |
3,700
| – | – | 0.01% | 382 |
|
|
2018
Q3 | $30K | Hold |
3,700
| – | – | ﹤0.01% | 461 |
|
|
2018
Q2 | $29K | Hold |
3,700
| – | – | ﹤0.01% | 411 |
|
|
2018
Q1 | $25K | Hold |
3,700
| – | – | ﹤0.01% | 424 |
|
|
2017
Q4 | $22K | Sell |
3,700
-358
| -9% | -$2.13K | ﹤0.01% | 486 |
|
|
2017
Q3 | $20K | Hold |
4,058
| – | – | ﹤0.01% | 489 |
|
|
2017
Q2 | $28K | Hold |
4,058
| – | – | ﹤0.01% | 418 |
|
|
2017
Q1 | $29K | Hold |
4,058
| – | – | ﹤0.01% | 398 |
|
|
2016
Q4 | $31K | Buy |
+4,058
| New | +$31K | 0.01% | 357 |
|
|
2015
Q3 | – | Sell |
-3,000
| Closed | -$23K | – | 1305 |
|
|
2015
Q2 | $23K | Buy |
+3,000
| New | +$23K | ﹤0.01% | 638 |
|