IFP Advisors’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $128K | Buy |
6,325
+4,500
| +247% | +$91.1K | 0.02% | 603 |
|
|
2018
Q4 | $30K | Hold |
1,825
| – | – | ﹤0.01% | 1873 |
|
|
2018
Q3 | $40K | Hold |
1,825
| – | – | ﹤0.01% | 1994 |
|
|
2018
Q2 | $39K | Hold |
1,825
| – | – | ﹤0.01% | 2045 |
|
|
2018
Q1 | $37K | Hold |
1,825
| – | – | ﹤0.01% | 1989 |
|
|
2017
Q4 | $37K | Sell |
1,825
-6,233
| -77% | -$126K | ﹤0.01% | 1983 |
|
|
2017
Q3 | $166K | Buy |
8,058
+800
| +11% | +$16.5K | 0.01% | 1246 |
|
|
2017
Q2 | $145K | Hold |
7,258
| – | – | 0.01% | 1300 |
|
|
2017
Q1 | $139K | Hold |
7,258
| – | – | 0.01% | 1303 |
|
|
2016
Q4 | $127K | Hold |
7,258
| – | – | 0.01% | 1300 |
|
|
2016
Q3 | $135K | Hold |
7,258
| – | – | 0.01% | 1191 |
|
|
2016
Q2 | $132K | Buy |
7,258
+933
| +15% | +$17K | 0.01% | 1180 |
|
|
2016
Q1 | $128K | Sell |
6,325
-933
| -13% | -$18.9K | 0.02% | 603 |
|
|
2015
Q4 | $131K | Buy |
+7,258
| New | +$131K | 0.01% | 1023 |
|