A detailed history of Jfs Wealth Advisors, LLC transactions in Calix, Inc stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 19 shares of CALX stock, worth $636. This represents 0.0% of its overall portfolio holdings.

Number of Shares
19
Previous 18 5.56%
Holding current value
$636
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

BUY
$33.63 - $41.13 $33 - $41
1 Added 5.56%
19 $0
Q1 2024

Apr 30, 2024

SELL
$32.64 - $44.53 $293 - $400
-9 Reduced 33.33%
18 $0
Q4 2023

Feb 07, 2024

BUY
$32.71 - $45.91 $65 - $91
2 Added 8.0%
27 $1,000
Q3 2023

Nov 02, 2023

BUY
$40.13 - $50.89 $120 - $152
3 Added 13.64%
25 $1,000
Q2 2023

Aug 07, 2023

SELL
$42.62 - $56.0 $42 - $56
-1 Reduced 4.35%
22 $1,000
Q1 2023

Apr 19, 2023

SELL
$46.97 - $69.45 $610 - $902
-13 Reduced 36.11%
23 $1,000
Q4 2022

Feb 13, 2023

BUY
$57.62 - $74.59 $57 - $74
1 Added 2.86%
36 $2,000
Q3 2022

Oct 21, 2022

BUY
$34.49 - $62.44 $413 - $749
12 Added 52.17%
35 $2,000
Q2 2022

Aug 02, 2022

BUY
$32.32 - $42.38 $387 - $508
12 Added 109.09%
23 $1,000
Q1 2022

May 02, 2022

SELL
$40.4 - $77.7 $40 - $77
-1 Reduced 8.33%
11 $0
Q4 2021

Feb 03, 2022

BUY
$50.31 - $79.97 $603 - $959
12 New
12 $1,000

Others Institutions Holding CALX

About CALIX, INC


  • Ticker CALX
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 65,441,300
  • Market Cap $2.19B
  • Description
  • Calix, Inc., together with its subsidiaries, provides cloud and software platforms, and systems and services in the United States, rest of Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company's cloud and software platforms, and systems and services enable broadband service providers (BSPs) to provide a range of services. ...
More about CALX
Track This Portfolio

Track Jfs Wealth Advisors, LLC Portfolio

Follow Jfs Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jfs Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.