BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-23,458
| Closed | -$315K | – | 696 |
|
|
2018
Q3 | $315K | Buy |
23,458
+296
| +1% | +$3.98K | 0.07% | 155 |
|
|
2018
Q2 | $293K | Buy |
23,162
+657
| +3% | +$8.31K | 0.07% | 158 |
|
|
2018
Q1 | $266K | Sell |
22,505
-213
| -0.9% | -$2.52K | 0.07% | 160 |
|
|
2017
Q4 | $274K | Buy |
+22,718
| New | +$274K | 0.07% | 167 |
|