Blue Bell Private Wealth Management’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $607K | Sell |
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|
2025
Q1 | $613K | Buy |
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|
2024
Q4 | $581K | Buy |
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|
2024
Q3 | $552K | Buy |
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|
2024
Q2 | $471K | Buy |
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|
2024
Q1 | $445K | Buy |
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|
2023
Q4 | $193K | Buy |
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|
2023
Q3 | $149K | Buy |
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|
2023
Q2 | $131K | Buy |
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|
2023
Q1 | $98K | Buy |
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|
2022
Q4 | $81.5K | Buy |
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|
2022
Q3 | $3K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $29K | Sell |
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|
2021
Q1 | $30K | Buy |
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|
2020
Q4 | $20K | Sell |
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|
2020
Q3 | $29K | Buy |
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|
2020
Q2 | $20K | Buy |
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