Carson Wealth (CWM LLC)’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$0 Hold
30
﹤0.01% 5132
2025
Q1
$0 Hold
30
﹤0.01% 5061
2024
Q4
$0 Hold
30
﹤0.01% 4935
2024
Q3
$0 Buy
+30
New ﹤0.01% 4866