Center for Financial Planning’s Calamos Strategic Total Return Fund CSQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,000
| Closed | -$18K | – | 498 |
|
|
2021
Q2 | $18K | Hold |
1,000
| – | – | ﹤0.01% | 312 |
|
|
2021
Q1 | $17K | Hold |
1,000
| – | – | ﹤0.01% | 323 |
|
|
2020
Q4 | $16K | Hold |
1,000
| – | – | ﹤0.01% | 309 |
|
|
2020
Q3 | $13K | Hold |
1,000
| – | – | ﹤0.01% | 290 |
|
|
2020
Q2 | $12K | Hold |
1,000
| – | – | ﹤0.01% | 294 |
|
|
2020
Q1 | $10K | Buy |
+1,000
| New | +$10K | ﹤0.01% | 320 |
|