JWM
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Jacobus Wealth Management’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Jacobus Wealth Management’s Portfolio CSQ Stock Details CSQ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-12,100
Closed -$132K – 307
2013
Q4 		$132K Sell
12,100
-565
-4% -$6.16K 0.04% 259
2013
Q3 		$127K Hold
12,665
– – 0.04% 219
2013
Q2 		$128K Buy
+12,665
New +$128K 0.05% 204