Creative Planning’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-11,600	Closed	-$119K	–	2162
2021 Q1	$119K	Buy	+11,600	New	+$115K	﹤0.01%	2218
2017 Q3	–	Sell	-3,500	Closed	-$30K	–	2199
2017 Q2	$30K	Sell	3,500 -4,650	-57%	-$38.4K	﹤0.01%	2878
2017 Q1	$64K	Buy	8,150 +5,990	+277%	+$45.1K	﹤0.01%	2286
2016 Q4	$15K	Buy	2,160 +548	+34%	+$3.93K	﹤0.01%	3260
2016 Q3	$12K	Buy	1,612 +1,137	+239%	+$8.37K	﹤0.01%	3376
2016 Q2	$3K	Sell	475 -1,000	-68%	-$7.01K	﹤0.01%	3861
2016 Q1	$10K	Sell	1,475 -525	-26%	-$3.44K	﹤0.01%	3216
2015 Q4	$14K	Hold	2,000	–	–	﹤0.01%	3061
2015 Q3	$14K	Buy	+2,000	New	+$15.9K	﹤0.01%	2983
2015 Q2	–	Sell	-2,200	Closed	-$19K	–	1416
2015 Q1	$19K	Hold	2,200	–	–	﹤0.01%	2750
2014 Q4	$20K	Sell	2,200 -1,915	-47%	-$16.9K	﹤0.01%	2646
2014 Q3	$38K	Buy	4,115 +2,062	+100%	+$19.7K	﹤0.01%	2099
2014 Q2	$20K	Buy	2,053 +53	+3%	+$495	﹤0.01%	2476
2014 Q1	$18K	Sell	2,000 -1,215	-38%	-$10.9K	﹤0.01%	2437
2013 Q4	$29K	Sell	3,215 -2,610	-45%	-$22.9K	﹤0.01%	1967
2013 Q3	$50K	Buy	5,825 +500	+9%	+$4.2K	﹤0.01%	1501
2013 Q2	$44K	Buy	+5,325	New	+$47K	﹤0.01%	1451