SWA
Sutton Wealth Advisors’s Calix CALX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-10
| Closed | -$684 | – | 924 |
|
|
2022
Q4 | $684 | Hold |
10
| – | – | ﹤0.01% | 1428 |
|
|
2022
Q3 | $611 | Sell |
10
-4
| -29% | -$244 | ﹤0.01% | 1431 |
|
|
2022
Q2 | $478 | Sell |
14
-6
| -30% | -$205 | ﹤0.01% | 1469 |
|
|
2022
Q1 | $858 | Buy |
+20
| New | +$858 | ﹤0.01% | 1383 |
|