Carson Wealth (CWM LLC)’s Calamos Global Total Return Fund CGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22K | Hold |
1,905
| – | – | ﹤0.01% | 3837 |
|
|
2025
Q1 | $20K | Sell |
1,905
-202
| -10% | -$2.12K | ﹤0.01% | 3659 |
|
|
2024
Q4 | $24K | Sell |
2,107
-119
| -5% | -$1.36K | ﹤0.01% | 3305 |
|
|
2024
Q3 | $27K | Sell |
2,226
-386
| -15% | -$4.68K | ﹤0.01% | 3167 |
|
|
2024
Q2 | $29K | Buy |
2,612
+152
| +6% | +$1.69K | ﹤0.01% | 2854 |
|
|
2024
Q1 | $26K | Buy |
2,460
+405
| +20% | +$4.28K | ﹤0.01% | 2723 |
|
|
2023
Q4 | $19K | Buy |
2,055
+2
| +0.1% | +$18 | ﹤0.01% | 2791 |
|
|
2023
Q3 | $18K | Hold |
2,053
| – | – | ﹤0.01% | 2734 |
|
|
2023
Q2 | $20K | Buy |
2,053
+265
| +15% | +$2.58K | ﹤0.01% | 2626 |
|
|
2023
Q1 | $17K | Buy |
1,788
+48
| +3% | +$456 | ﹤0.01% | 2605 |
|
|
2022
Q4 | $15K | Buy |
1,740
+4
| +0.2% | +$34 | ﹤0.01% | 2541 |
|
|
2022
Q3 | $17K | Buy |
1,736
+45
| +3% | +$441 | ﹤0.01% | 2319 |
|
|
2022
Q2 | $18K | Buy |
1,691
+1,212
| +253% | +$12.9K | ﹤0.01% | 2177 |
|
|
2022
Q1 | $7K | Buy |
+479
| New | +$7K | ﹤0.01% | 2665 |
|