Cetera Investment Advisers’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $481K | Buy |
29,649
+1,516
| +5% | +$24.6K | ﹤0.01% | 2999 |
|
|
2025
Q1 | $438K | Sell |
28,133
-284
| -1% | -$4.42K | ﹤0.01% | 2950 |
|
|
2024
Q4 | $421K | Buy |
28,417
+496
| +2% | +$7.36K | ﹤0.01% | 2812 |
|
|
2024
Q3 | $438K | Buy |
27,921
+3,939
| +16% | +$61.8K | ﹤0.01% | 2751 |
|
|
2024
Q2 | $366K | Buy |
23,982
+5,363
| +29% | +$81.8K | ﹤0.01% | 2849 |
|
|
2024
Q1 | $287K | Buy |
+18,619
| New | +$287K | ﹤0.01% | 3088 |
|