Confluence Wealth Services’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Confluence Wealth Services’s Portfolio CSQ Stock Details CSQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$202K	Buy
2025 Q1	$164K	Buy
2024 Q4	$191K	Buy
2022 Q1	–	Sell
2021 Q4	$104K	Buy