Creative Planning’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-3,000
| Closed | -$60K | – | 2119 |
|
|
2017
Q2 | $60K | Hold |
3,000
| – | – | ﹤0.01% | 2354 |
|
|
2017
Q1 | $58K | Hold |
3,000
| – | – | ﹤0.01% | 2343 |
|
|
2016
Q4 | $53K | Hold |
3,000
| – | – | ﹤0.01% | 2330 |
|
|
2016
Q3 | $56K | Hold |
3,000
| – | – | ﹤0.01% | 2254 |
|
|
2016
Q2 | $55K | Hold |
3,000
| – | – | ﹤0.01% | 2062 |
|
|
2016
Q1 | $52K | Hold |
3,000
| – | – | ﹤0.01% | 2054 |
|
|
2015
Q4 | $54K | Hold |
3,000
| – | – | ﹤0.01% | 2032 |
|
|
2015
Q3 | $55K | Buy |
+3,000
| New | +$55K | ﹤0.01% | 1962 |
|