Core Wealth Advisors’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,300
| Closed | -$41K | – | 198 |
|
|
2021
Q4 | $41K | Hold |
1,300
| – | – | 0.02% | 98 |
|
|
2021
Q3 | $40K | Hold |
1,300
| – | – | 0.03% | 87 |
|
|
2021
Q2 | $41K | Hold |
1,300
| – | – | 0.03% | 77 |
|
|
2021
Q1 | $42K | Hold |
1,300
| – | – | 0.04% | 67 |
|
|
2020
Q4 | $37K | Buy |
+1,300
| New | +$37K | 0.03% | 65 |
|