GJWM
CGO
Gilliland Jeter Wealth Management’s Calamos Global Total Return Fund CGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Hold |
20,576
| – | – | 0.08% | 160 |
|
|
2025
Q1 | $213K | Hold |
20,576
| – | – | 0.08% | 166 |
|
|
2024
Q4 | $234K | Hold |
20,576
| – | – | 0.08% | 157 |
|
|
2024
Q3 | $246K | Hold |
20,576
| – | – | 0.08% | 155 |
|
|
2024
Q2 | $228K | Hold |
20,576
| – | – | 0.08% | 160 |
|
|
2024
Q1 | $214K | Buy |
20,576
+2,500
| +14% | +$26K | 0.07% | 162 |
|
|
2023
Q4 | $164K | Buy |
+18,076
| New | +$164K | 0.07% | 157 |
|