Atria Wealth Solutions’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $255K | Buy |
12,637
+997
| +9% | +$20.1K | 0.01% | 1241 |
|
|
2025
Q1 | $248K | Sell |
11,640
-459
| -4% | -$9.77K | ﹤0.01% | 1588 |
|
|
2024
Q4 | $294K | Buy |
12,099
+39
| +0.3% | +$948 | ﹤0.01% | 1534 |
|
|
2024
Q3 | $306K | Buy |
12,060
+1,688
| +16% | +$42.9K | ﹤0.01% | 1487 |
|
|
2024
Q2 | $233K | Buy |
10,372
+43
| +0.4% | +$965 | ﹤0.01% | 1642 |
|
|
2024
Q1 | $225K | Buy |
10,329
+51
| +0.5% | +$1.11K | ﹤0.01% | 1729 |
|
|
2023
Q4 | $203K | Buy |
10,278
+65
| +0.6% | +$1.29K | ﹤0.01% | 1756 |
|
|
2023
Q3 | $190K | Buy |
10,213
+52
| +0.5% | +$969 | ﹤0.01% | 1700 |
|
|
2023
Q2 | $221K | Sell |
10,161
-181
| -2% | -$3.94K | ﹤0.01% | 1621 |
|
|
2023
Q1 | $220K | Sell |
10,342
-530
| -5% | -$11.3K | ﹤0.01% | 1604 |
|
|
2022
Q4 | $225K | Buy |
+10,872
| New | +$225K | ﹤0.01% | 1527 |
|