Concert Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
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|
2017
Q1 | $247K | Sell |
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|
2016
Q4 | $247K | Sell |
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|
2016
Q3 | $339K | Buy |
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|
2016
Q2 | $291K | Hold |
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|
2016
Q1 | $279K | Hold |
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|
2015
Q4 | $291K | Sell |
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|
2015
Q3 | $284K | Sell |
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|
2015
Q2 | $359K | Buy |
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|
2015
Q1 | $258K | Buy |
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|
2014
Q4 | $329K | Buy |
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|
2014
Q3 | $259K | Sell |
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|
2014
Q2 | $268K | Buy |
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|
2014
Q1 | $254K | Sell |
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|
2013
Q4 | $256K | Buy |
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|
2013
Q3 | $240K | Sell |
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|
2013
Q2 | $251K | Buy |
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