CFP
Cascade Financial Partners’s Calamos Strategic Total Return Fund CSQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $342K | Hold |
18,723
| – | – | 0.04% | 192 |
|
|
2025
Q1 | $303K | Hold |
18,723
| – | – | 0.04% | 194 |
|
|
2024
Q4 | $332K | Hold |
18,723
| – | – | 0.04% | 180 |
|
|
2024
Q3 | $332K | Hold |
18,723
| – | – | 0.04% | 177 |
|
|
2024
Q2 | $315K | Hold |
18,723
| – | – | 0.04% | 173 |
|
|
2024
Q1 | $296K | Buy |
+18,723
| New | +$296K | 0.04% | 179 |
|