Creative Planning’s Calamos Asset Management, Inc. CLMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-2,044
| Closed | -$27K | – | 4351 |
|
|
2014
Q4 | $27K | Hold |
2,044
| – | – | ﹤0.01% | 2432 |
|
|
2014
Q3 | $23K | Buy |
2,044
+24
| +1% | +$270 | ﹤0.01% | 2443 |
|
|
2014
Q2 | $27K | Buy |
2,020
+20
| +1% | +$267 | ﹤0.01% | 2287 |
|
|
2014
Q1 | $26K | Buy |
+2,000
| New | +$26K | ﹤0.01% | 2212 |
|
|
2013
Q4 | – | Sell |
-1,250
| Closed | -$12K | – | 3582 |
|
|
2013
Q3 | $12K | Buy |
+1,250
| New | +$12K | ﹤0.01% | 2379 |
|