IWA
CPZ

Integrity Wealth Advisors’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History

Integrity Wealth Advisors’s Portfolio CPZ Stock Details CPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$649K Sell
39,995
-13,669
-25% -$222K 0.45% 32
2025
Q1 		$835K Buy
53,664
+2,783
+5% +$43.3K 0.61% 21
2024
Q4 		$755K Buy
+50,881
New +$755K 0.55% 26