Graves Light Lenhart Wealth’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,000
| Closed | -$128K | – | 192 |
|
|
2023
Q1 | $128K | Buy |
+6,000
| New | +$128K | 0.02% | 163 |
|
|
2022
Q3 | – | Sell |
-6,000
| Closed | -$129K | – | 234 |
|
|
2022
Q2 | $129K | Hold |
6,000
| – | – | 0.02% | 207 |
|
|
2022
Q1 | $154K | Hold |
6,000
| – | – | 0.02% | 202 |
|
|
2021
Q4 | $189K | Hold |
6,000
| – | – | 0.03% | 196 |
|
|
2021
Q3 | $182K | Hold |
6,000
| – | – | 0.03% | 188 |
|
|
2021
Q2 | $187K | Hold |
6,000
| – | – | 0.03% | 183 |
|
|
2021
Q1 | $192K | Hold |
6,000
| – | – | 0.03% | 180 |
|
|
2020
Q4 | $169K | Buy |
+6,000
| New | +$169K | 0.03% | 186 |
|