D.A. Davidson & Co’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $219K | Sell |
|
|||||
|
2023
Q2 | $268K | Hold |
|
|||||
|
2023
Q1 | $267K | Sell |
|
|||||
|
2022
Q4 | $286K | Sell |
|
|||||
|
2022
Q3 | $292K | Sell |
|
|||||
|
2022
Q2 | $388K | Buy |
|
|||||
|
2022
Q1 | $398K | Hold |
|
|||||
|
2021
Q4 | $381K | Hold |
|
|||||
|
2021
Q3 | $398K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $214K | Buy |
|
|||||
|
2020
Q4 | – | Sell |
|
|||||
|
2020
Q3 | $214K | Hold |
|
|||||
|
2020
Q2 | $228K | Sell |
|
|||||
|
2020
Q1 | $362K | Buy |
|
|||||
|
2019
Q4 | $424K | Buy |
|