Trifecta Capital Advisors’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 |
-1,191
| Closed | -$39.5K | – | 420 |
|
|
2024
Q1 | $39.5K | Sell |
1,191
-1,200
| -50% | -$39.8K | 0.01% | 148 |
|
|
2023
Q4 | $104K | Hold |
2,391
| – | – | 0.03% | 103 |
|
|
2023
Q3 | $110K | Sell |
2,391
-600
| -20% | -$27.5K | 0.04% | 98 |
|
|
2023
Q2 | $149K | Hold |
2,991
| – | – | 0.05% | 92 |
|
|
2023
Q1 | $160K | Hold |
2,991
| – | – | 0.06% | 92 |
|
|
2022
Q4 | $205K | Buy |
+2,991
| New | +$205K | 0.08% | 85 |
|