Capital Analysts LLC’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
Q3 | $12K | Hold |
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|
2025
Q2 | $12K | Hold |
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|
2025
Q1 | $11K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $22K | Hold |
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|
2024
Q1 | $22K | Sell |
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|
2023
Q4 | $50K | Sell |
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|
2023
Q3 | $66K | Sell |
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|
2023
Q2 | $219K | Sell |
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|
2023
Q1 | $301K | Hold |
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|
2022
Q4 | $296K | Sell |
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|
2022
Q3 | $436K | Sell |
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|
2022
Q2 | $656K | Buy |
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|
2022
Q1 | $755K | Buy |
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|
2021
Q4 | $680K | Buy |
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|
2021
Q3 | $602K | Buy |
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|
2021
Q2 | $300K | Buy |
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|
2021
Q1 | $190K | Buy |
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