Arkadios Wealth Advisors’s Calamos Strategic Total Return Fund CSQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,000
| Closed | -$174K | – | 946 |
|
|
2024
Q3 | $174K | Hold |
10,000
| – | – | 0.01% | 853 |
|
|
2024
Q2 | $168K | Buy |
+10,000
| New | +$168K | 0.01% | 777 |
|
|
2021
Q3 | – | Sell |
-209
| Closed | -$3K | – | 1899 |
|
|
2021
Q2 | $3K | Buy |
209
+4
| +2% | +$57 | ﹤0.01% | 1810 |
|
|
2021
Q1 | $3K | Buy |
205
+4
| +2% | +$59 | ﹤0.01% | 1452 |
|
|
2020
Q4 | $3K | Buy |
+201
| New | +$3K | ﹤0.01% | 1193 |
|