Systematic Financial Management’s Calix CALX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,174
| Closed | -$170K | – | 248 |
|
|
2023
Q1 | $170K | Buy |
+3,174
| New | +$170K | 0.01% | 253 |
|
|
2015
Q1 | – | Sell |
-473,510
| Closed | -$4.74M | – | 667 |
|
|
2014
Q4 | $4.74M | Buy |
473,510
+64,425
| +16% | +$645K | 0.04% | 352 |
|
|
2014
Q3 | $3.91M | Buy |
+409,085
| New | +$3.91M | 0.03% | 355 |
|
|
2013
Q3 | – | Sell |
-339,250
| Closed | -$3.43M | – | 650 |
|
|
2013
Q2 | $3.43M | Buy |
+339,250
| New | +$3.43M | 0.03% | 340 |
|