TFO Wealth Partners’s Calix CALX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1
| Closed | -$33 | – | 169 |
|
|
2024
Q1 | $33 | Sell |
1
-7
| -88% | -$231 | ﹤0.01% | 745 |
|
|
2023
Q4 | $350 | Hold |
8
| – | – | ﹤0.01% | 456 |
|
|
2023
Q3 | $399 | Buy |
8
+7
| +700% | +$349 | ﹤0.01% | 528 |
|
|
2023
Q2 | $50 | Hold |
1
| – | – | ﹤0.01% | 765 |
|
|
2023
Q1 | $54 | Sell |
1
-1
| -50% | -$54 | ﹤0.01% | 739 |
|
|
2022
Q4 | $87 | Buy |
+2
| New | +$87 | ﹤0.01% | 798 |
|