Schubert & Co’s Calix CALX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-16
| Closed | -$858 | – | 272 |
|
|
2023
Q1 | $858 | Sell |
16
-7
| -30% | -$375 | ﹤0.01% | 1251 |
|
|
2022
Q4 | $1.57K | Hold |
23
| – | – | ﹤0.01% | 991 |
|
|
2022
Q3 | $1K | Buy |
23
+9
| +64% | +$391 | ﹤0.01% | 1029 |
|
|
2022
Q2 | $0 | Buy |
14
+6
| +75% | – | ﹤0.01% | 1452 |
|
|
2022
Q1 | $0 | Buy |
8
+1
| +14% | – | ﹤0.01% | 1093 |
|
|
2021
Q4 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 553 |
|