Advisornet Financial’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$30.3K Buy
1,869
+819
+78% +$13.3K ﹤0.01% 1134
2025
Q1
$16.3K Buy
+1,050
New +$16.3K ﹤0.01% 1249
2020
Q2
Sell
-4,000
Closed -$58K 1772
2020
Q1
$58K Buy
+4,000
New +$58K 0.01% 746