BRWA
CPZ

B. Riley Wealth Advisors’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History

B. Riley Wealth Advisors’s Portfolio CPZ Stock Details CPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$320K Buy
+19,715
New +$320K 0.02% 670
2020
Q4 		– Sell
-17,500
Closed -$255K – 1038
2020
Q3 		$255K Buy
+17,500
New +$255K 0.01% 764