Axxcess Wealth Management’s Calamos Strategic Total Return Fund CSQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-24,753
| Closed | -$348K | – | 856 |
|
|
2023
Q3 | $348K | Buy |
+24,753
| New | +$348K | 0.01% | 562 |
|
|
2023
Q2 | – | Sell |
-24,753
| Closed | -$347K | – | 614 |
|
|
2023
Q1 | $347K | Hold |
24,753
| – | – | 0.03% | 444 |
|
|
2022
Q4 | $332K | Buy |
+24,753
| New | +$332K | 0.03% | 428 |
|