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Abound Wealth Management’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Abound Wealth Management’s Portfolio CHW Stock Details CHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-545
Closed -$3.28K – 1178
2023
Q2 		$3.28K Buy
+545
New +$3.21K ﹤0.01% 576

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MP
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RL
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Private Advisor Group
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Abound Wealth Management's CHW Position: Q3 2023 in Review

Abound Wealth Management sold out of Calamos Global Dynamic Income Fund (CHW) in Q3 2023, closing a stake of 545 shares — an estimated $3.28K sold.

Abound Wealth Management first reported a position in CHW in Q2 2023 and held it in 1 quarter. The position peaked at $3.28K in Q2 2023. 79 funds tracked by Wall St. Rank hold CHW as of Q3 2023.

  • Abound Wealth Management reported no remaining Calamos Global Dynamic Income Fund position as of Q3 2023 after selling out during the quarter.
  • Abound Wealth Management sold 545 Calamos Global Dynamic Income Fund shares in Q3 2023, an estimated $3.28K.
  • Abound Wealth Management first reported a position in Calamos Global Dynamic Income Fund in Q2 2023 and held it in 1 quarter.
  • Abound Wealth Management's Calamos Global Dynamic Income Fund position peaked at $3.28K in Q2 2023.
  • 79 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q3 2023.

Based on Abound Wealth Management's 13F filing for Q3 2023, filed 8 Aug 2024.