Morling Financial Advisors, LLC CALX Holdings History
Morling Financial Advisors, LLC's Calix Inc Holding Summary
As of 2025-03-31, Morling Financial Advisors, LLC held 21,160.00 shares of Calix Inc(CALX), totaling $749,910.00. This investment constitutes 0.26% of their stock portfolio, and Morling Financial Advisors, LLC now holds 0.03% of the outstanding Calix Inc(CALX) stock.
The initial trade took place in 2025Q1. And since then Morling Financial Advisors, LLC has made 1 purchases of CALX, at an average price of $37.10, for a total of 21,160.00 shares. Based on historical transaction data and CALX's current price of $55.42, Morling Financial Advisors, LLC's estimated gain on his CALX holdings is $387,651.20, reflecting a 49.38% gain to date.
Morling Financial Advisors, LLC CALX ($55.42) Holding Chart
Morling Financial Advisors, LLC CALX ($55.42) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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