CWM
UTX.PRA
Calamos Wealth Management’s UNITED TECHNOLOGIES CORP CORP UNIT (DE) UTX.PRA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q3 | – | Sell |
-36,424
| Closed | -$2.09M | – | 272 |
|
2015
Q2 | $2.09M | Buy |
36,424
+544
| +2% | +$31.2K | 0.49% | 65 |
|
2015
Q1 | $2.21M | Sell |
35,880
-23,587
| -40% | -$1.45M | 0.55% | 58 |
|
2014
Q4 | $3.65M | Sell |
59,467
-7,207
| -11% | -$442K | 1.05% | 18 |
|
2014
Q3 | $3.93M | Buy |
66,674
+2,411
| +4% | +$142K | 1.13% | 15 |
|
2014
Q2 | $4.19M | Buy |
64,263
+1,489
| +2% | +$97.1K | 1.19% | 12 |
|
2014
Q1 | $4.18M | Buy |
62,774
+364
| +0.6% | +$24.2K | 1.24% | 12 |
|
2013
Q4 | $4.09M | Buy |
62,410
+2,645
| +4% | +$173K | 1.25% | 15 |
|
2013
Q3 | $3.87M | Sell |
59,765
-3,540
| -6% | -$229K | 1.27% | 13 |
|
2013
Q2 | $3.76M | Buy |
+63,305
| New | +$3.76M | 1.33% | 15 |
|