AWA
CPZ

Arkadios Wealth Advisors’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History

Arkadios Wealth Advisors’s Portfolio CPZ Stock Details CPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-8,402
Closed -$174K – 1896
2021
Q2 		$174K Buy
8,402
+105
+1% +$2.17K 0.02% 570
2021
Q1 		$167K Buy
8,297
+121
+1% +$2.44K 0.03% 439
2020
Q4 		$142K Buy
+8,176
New +$142K 0.03% 379