WFG Advisors’s Calix CALX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-118
| Closed | -$1K | – | 1777 |
|
|
2014
Q4 | $1K | Hold |
118
| – | – | ﹤0.01% | 1924 |
|
|
2014
Q3 | $1K | Hold |
118
| – | – | ﹤0.01% | 1932 |
|
|
2014
Q2 | $1K | Hold |
118
| – | – | ﹤0.01% | 1868 |
|
|
2014
Q1 | $1K | Hold |
118
| – | – | ﹤0.01% | 1858 |
|
|
2013
Q4 | $1K | Buy |
+118
| New | +$1K | ﹤0.01% | 2056 |
|