BRWA
CCD

B. Riley Wealth Advisors’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

B. Riley Wealth Advisors’s Portfolio CCD Stock Details CCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-7,792
Closed -$243K – 1418
2021
Q2 		$243K Sell
7,792
-2,309
-23% -$72K 0.01% 1131
2021
Q1 		$324K Buy
10,101
+1,484
+17% +$47.6K 0.01% 952
2020
Q4 		$243K Sell
8,617
-4,324
-33% -$122K 0.01% 860
2020
Q3 		$291K Buy
+12,941
New +$291K 0.02% 721