JWCA
CPZ

J.W. Cole Advisors’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History

J.W. Cole 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 		$1.72M Sell
105,966
-417
-0.4% -$6.77K 0.04% 471
2025
Q1 		$1.66M Buy
106,383
+28,797
+37% +$448K 0.05% 374
2024
Q4 		$1.15M Buy
77,586
+28,301
+57% +$420K 0.05% 375
2024
Q3 		$773K Buy
49,285
+32,687
+197% +$513K 0.03% 458
2024
Q2 		$253K Buy
+16,598
New +$253K 0.01% 765