DWP
CCD
Daymark Wealth Partners’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $266K | Hold |
13,200
| – | – | 0.01% | 468 |
|
2025
Q1 | $281K | Hold |
13,200
| – | – | 0.01% | 424 |
|
2024
Q4 | $321K | Hold |
13,200
| – | – | 0.01% | 399 |
|
2024
Q3 | $335K | Hold |
13,200
| – | – | 0.01% | 405 |
|
2024
Q2 | $296K | Hold |
13,200
| – | – | 0.01% | 401 |
|
2024
Q1 | $288K | Hold |
13,200
| – | – | 0.02% | 350 |
|
2023
Q4 | $261K | Hold |
13,200
| – | – | 0.02% | 340 |
|
2023
Q3 | $246K | Buy |
13,200
+2,000
| +18% | +$37.3K | 0.02% | 332 |
|
2023
Q2 | $243K | Buy |
+11,200
| New | +$243K | 0.02% | 328 |
|