TCI Wealth Advisors’s Calix CALX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-246
| Closed | -$13.2K | – | 519 |
|
|
2023
Q1 | $13.2K | Sell |
246
-1
| -0.4% | -$54 | ﹤0.01% | 919 |
|
|
2022
Q4 | $16.9K | Hold |
247
| – | – | ﹤0.01% | 781 |
|
|
2022
Q3 | $15K | Buy |
247
+40
| +19% | +$2.43K | ﹤0.01% | 789 |
|
|
2022
Q2 | $7K | Buy |
207
+29
| +16% | +$981 | ﹤0.01% | 1217 |
|
|
2022
Q1 | $8K | Sell |
178
-56
| -24% | -$2.52K | ﹤0.01% | 1230 |
|
|
2021
Q4 | $19K | Buy |
234
+56
| +31% | +$4.55K | ﹤0.01% | 730 |
|
|
2021
Q3 | $9K | Hold |
178
| – | – | ﹤0.01% | 1132 |
|
|
2021
Q2 | $8K | Buy |
178
+54
| +44% | +$2.43K | ﹤0.01% | 1076 |
|
|
2021
Q1 | $4K | Buy |
+124
| New | +$4K | ﹤0.01% | 1327 |
|
|
2019
Q3 | – | Sell |
-240
| Closed | -$2K | – | 1497 |
|
|
2019
Q2 | $2K | Hold |
240
| – | – | ﹤0.01% | 979 |
|
|
2019
Q1 | $2K | Hold |
240
| – | – | ﹤0.01% | 995 |
|
|
2018
Q4 | $2K | Hold |
240
| – | – | ﹤0.01% | 959 |
|
|
2018
Q3 | $2K | Hold |
240
| – | – | ﹤0.01% | 998 |
|
|
2018
Q2 | $2K | Hold |
240
| – | – | ﹤0.01% | 1039 |
|
|
2018
Q1 | $2K | Buy |
+240
| New | +$2K | ﹤0.01% | 939 |
|