Ahrens Investment Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $177K | Buy |
11,452
+218
| +2% | +$3.37K | 0.09% | 161 |
|
|
2022
Q4 | $171K | Buy |
11,234
+299
| +3% | +$4.54K | 0.08% | 163 |
|
|
2022
Q3 | $163K | Sell |
10,935
-48
| -0.4% | -$716 | 0.09% | 147 |
|
|
2022
Q2 | $181K | Buy |
10,983
+162
| +1% | +$2.67K | 0.08% | 165 |
|
|
2022
Q1 | $220K | Buy |
10,821
+9,604
| +789% | +$195K | 0.07% | 171 |
|
|
2021
Q4 | $24K | Buy |
+1,217
| New | +$24K | 0.01% | 538 |
|