SEI Trust Company’s Calix CALX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $588K | Sell |
61,433
-11,130
| -15% | -$107K | 0.01% | 1059 |
|
|
2014
Q2 | $594K | Hold |
72,563
| – | – | 0.01% | 1055 |
|
|
2014
Q1 | $612K | Buy |
72,563
+11,818
| +19% | +$99.7K | 0.01% | 1060 |
|
|
2013
Q4 | $586K | Buy |
60,745
+15,381
| +34% | +$148K | 0.01% | 1112 |
|
|
2013
Q3 | $577K | Buy |
+45,364
| New | +$577K | 0.01% | 1043 |
|