Gupta Wealth Management’s Calamos Strategic Total Return Fund CSQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $279K | Hold |
29,364
| – | – | 0.07% | 202 |
|
|
2015
Q4 | $291K | Hold |
29,364
| – | – | 0.07% | 194 |
|
|
2015
Q3 | $273K | Hold |
29,364
| – | – | 0.07% | 205 |
|
|
2015
Q2 | $322K | Buy |
29,364
+400
| +1% | +$4.39K | 0.08% | 191 |
|
|
2015
Q1 | $326K | Buy |
+28,964
| New | +$326K | 0.1% | 166 |
|