Kellett Wealth Advisors’s Calamos Strategic Total Return Fund CSQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $260K | Hold |
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|
2025
Q2 | $246K | Hold |
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|
2025
Q1 | $218K | Hold |
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|
2024
Q4 | $239K | Hold |
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|
2024
Q3 | $234K | Sell |
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|
2024
Q2 | $240K | Hold |
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|
2024
Q1 | $234K | Sell |
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|
2023
Q4 | $237K | Sell |
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|
2023
Q3 | $319K | Hold |
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|
2023
Q2 | $334K | Hold |
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|
2023
Q1 | $317K | Sell |
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|
2022
Q4 | $338K | Sell |
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|
2022
Q3 | $392K | Buy |
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|
2022
Q2 | $373K | Sell |
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|
2022
Q1 | $568K | Sell |
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|
2021
Q4 | $722K | Buy |
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