Bartlett & Co Wealth Management’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$5.21K Hold
2025
Q2
$4.92K Hold
2025
Q1
$4.37K Hold
2024
Q4
$4.81K Hold
2024
Q3
$4.68K Hold
2024
Q2
$4.55K Hold
2024
Q1
$4.42K Hold
2023
Q4
$4.09K Hold
2023
Q3
$3.8K Hold
2023
Q2
$3.98K Hold
2023
Q1
$3.78K Hold
2022
Q4
$3.65K Hold
2022
Q3
$3.38K Hold
2022
Q2
$3.54K Hold
2022
Q1
$4.73K Buy
2021
Q4
Sell
2021
Q3
$4.78K Hold
2021
Q2
$4.91K Hold
2021
Q1
$4.65K Hold
2020
Q4
$4.29K Hold
2020
Q3
$3.63K Hold
2020
Q2
$3.36K Hold
2020
Q1
$2.64K Hold
2019
Q4
$3.69K Sell
2019
Q3
$71.5K Buy