Carson Wealth (CWM LLC)’s Calamos Strategic Total Return Fund CSQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $153K | Hold |
|
|||||
|
2025
Q2 | $144K | Buy |
|
|||||
|
2025
Q1 | $37K | Hold |
|
|||||
|
2024
Q4 | $40K | Buy |
|
|||||
|
2024
Q3 | $28K | Hold |
|
|||||
|
2024
Q2 | $27K | Sell |
|
|||||
|
2024
Q1 | $43K | Sell |
|
|||||
|
2023
Q4 | $42K | Sell |
|
|||||
|
2023
Q3 | $45K | Sell |
|
|||||
|
2023
Q2 | $57K | Hold |
|
|||||
|
2023
Q1 | $54K | Buy |
|
|||||
|
2022
Q4 | $22K | Hold |
|
|||||
|
2022
Q3 | $21K | Sell |
|
|||||
|
2022
Q2 | $26K | Buy |
|
|||||
|
2022
Q1 | $29K | Hold |
|
|||||
|
2021
Q4 | $32K | Buy |
|
|||||
|
2021
Q2 | $30K | Hold |
|
|||||
|
2021
Q1 | $30K | Hold |
|
|||||
|
2020
Q4 | $30K | Hold |
|
|||||
|
2020
Q3 | $30K | Hold |
|
|||||
|
2020
Q2 | $30K | Hold |
|
|||||
|
2020
Q1 | $30K | Hold |
|
|||||
|
2019
Q4 | $30K | Hold |
|
|||||
|
2019
Q3 | $30K | Hold |
|
|||||
|
2019
Q2 | $30K | Hold |
|
|||||
|
2019
Q1 | $30K | Sell |
|
|||||
|
2018
Q4 | $1.47M | Buy |
|
|||||
|
2018
Q3 | $5K | Buy |
|