Geneos Wealth Management’s Calamos Strategic Total Return Fund CSQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $21.4K | Hold |
|
|||||
|
2025
Q2 | $20.2K | Sell |
|
|||||
|
2025
Q1 | $44.2K | Buy |
|
|||||
|
2024
Q4 | $19.7K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $66K | Hold |
|
|||||
|
2021
Q3 | $61K | Sell |
|
|||||
|
2021
Q2 | $66K | Sell |
|
|||||
|
2021
Q1 | $67K | Hold |
|
|||||
|
2020
Q4 | $64K | Buy |
|
|||||
|
2020
Q3 | $45K | Hold |
|
|||||
|
2020
Q2 | $42K | Sell |
|
|||||
|
2020
Q1 | $48K | Buy |
|
|||||
|
2019
Q4 | $65K | Buy |
|
|||||
|
2019
Q3 | $57K | Sell |
|
|||||
|
2019
Q2 | $73K | Buy |
|
|||||
|
2019
Q1 | $50K | Buy |
|
|||||
|
2018
Q4 | $29K | Buy |
|
|||||
|
2018
Q3 | $25K | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $11K | Sell |
|
|||||
|
2017
Q4 | $22K | Hold |
|
|||||
|
2017
Q3 | $23K | Hold |
|
|||||
|
2017
Q2 | $22K | Sell |
|
|||||
|
2017
Q1 | $30K | Sell |
|
|||||
|
2016
Q4 | $31K | Hold |
|
|||||
|
2016
Q3 | $31K | Hold |
|
|||||
|
2016
Q2 | $31K | Buy |
|
|||||
|
2016
Q1 | $25K | Buy |
|