Atria Wealth Solutions’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$255K Buy
2025
Q1
$248K Sell
2024
Q4
$294K Buy
2024
Q3
$306K Buy
2024
Q2
$233K Buy
2024
Q1
$225K Buy
2023
Q4
$203K Buy
2023
Q3
$190K Buy
2023
Q2
$221K Sell
2023
Q1
$220K Sell
2022
Q4
$225K Buy