GJWM
CCD
Gilliland Jeter Wealth Management’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 | $344K | Hold |
17,037
| – | – | 0.11% | 133 |
|
|
2025
Q1 | $363K | Hold |
17,037
| – | – | 0.13% | 123 |
|
|
2024
Q4 | $414K | Sell |
17,037
-850
| -5% | -$20.7K | 0.14% | 119 |
|
|
2024
Q3 | $454K | Sell |
17,887
-230
| -1% | -$5.84K | 0.15% | 111 |
|
|
2024
Q2 | $407K | Hold |
18,117
| – | – | 0.14% | 118 |
|
|
2024
Q1 | $395K | Hold |
18,117
| – | – | 0.14% | 122 |
|
|
2023
Q4 | $358K | Buy |
+18,117
| New | +$358K | 0.15% | 120 |
|