Stoneridge Investment Partners’s Calix CALX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-8,659
Closed -$307K 124
2024
Q2
$307K Sell
8,659
-322
-4% -$11.4K 0.12% 96
2024
Q1
$298K Buy
+8,981
New +$298K 0.11% 93
2016
Q2
Sell
-27,603
Closed -$196K 285
2016
Q1
$196K Buy
+27,603
New +$196K 0.03% 266