Rothschild Investment LLC’s Calix CALX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.85K | Buy |
110
+15
| +16% | +$798 | ﹤0.01% | 1434 |
|
|
2025
Q1 | $3.37K | Buy |
95
+35
| +58% | +$1.24K | ﹤0.01% | 1627 |
|
|
2024
Q4 | $2.09K | Sell |
60
-5
| -8% | -$174 | ﹤0.01% | 1775 |
|
|
2024
Q3 | $2.52K | Buy |
65
+30
| +86% | +$1.16K | ﹤0.01% | 1610 |
|
|
2024
Q2 | $1.24K | Buy |
35
+30
| +600% | +$1.06K | ﹤0.01% | 1554 |
|
|
2024
Q1 | $166 | Buy |
+5
| New | +$166 | ﹤0.01% | 1839 |
|