Cresset Asset Management’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$168K Buy
10,381
+273
+3% +$4.43K ﹤0.01% 1526
2025
Q1
$157K Buy
+10,108
New +$157K ﹤0.01% 1543
2023
Q3
Sell
-17,778
Closed -$275K 1775
2023
Q2
$275K Buy
+17,778
New +$275K ﹤0.01% 1431