Accel Wealth Management’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,872
| Closed | -$39.9K | – | 268 |
|
|
2023
Q1 | $39.9K | Buy |
1,872
+10
| +0.5% | +$213 | 0.02% | 533 |
|
|
2022
Q4 | $38.1K | Buy |
1,862
+11
| +0.6% | +$225 | 0.02% | 405 |
|
|
2022
Q3 | $40K | Buy |
1,851
+8
| +0.4% | +$173 | 0.02% | 414 |
|
|
2022
Q2 | $40K | Buy |
1,843
+9
| +0.5% | +$195 | 0.02% | 394 |
|
|
2022
Q1 | $47K | Buy |
1,834
+7
| +0.4% | +$179 | 0.02% | 386 |
|
|
2021
Q4 | $58K | Buy |
1,827
+6
| +0.3% | +$190 | 0.03% | 354 |
|
|
2021
Q3 | $55K | Buy |
1,821
+6
| +0.3% | +$181 | 0.04% | 310 |
|
|
2021
Q2 | $57K | Buy |
1,815
+6
| +0.3% | +$188 | 0.04% | 320 |
|
|
2021
Q1 | $58K | Buy |
1,809
+6
| +0.3% | +$192 | 0.05% | 290 |
|
|
2020
Q4 | $51K | Buy |
+1,803
| New | +$51K | 0.05% | 288 |
|