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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.72M	Sell
2025 Q1	$1.66M	Buy
2024 Q4	$1.15M	Buy
2024 Q3	$773K	Buy
2024 Q2	$253K	Buy