Atria Wealth Solutions’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
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|
2025
Q1 | $1.05M | Buy |
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|
2024
Q4 | $610K | Buy |
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|
2024
Q3 | $597K | Sell |
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|
2024
Q2 | $594K | Buy |
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|
2024
Q1 | $583K | Sell |
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|
2023
Q4 | $591K | Sell |
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|
2023
Q3 | $697K | Sell |
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|
2023
Q2 | $773K | Sell |
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|
2023
Q1 | $812K | Sell |
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|
2022
Q4 | $832K | Buy |
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|
2022
Q3 | $336K | Sell |
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|
2022
Q2 | $382K | Buy |
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|
2022
Q1 | $437K | Buy |
|