Kestra Advisory Services’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $924K | Sell |
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|
2025
Q2 | $932K | Buy |
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|
2025
Q1 | $804K | Buy |
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|
2024
Q4 | $763K | Sell |
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|
2024
Q3 | $821K | Buy |
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|
2024
Q2 | $694K | Buy |
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|
2024
Q1 | $677K | Buy |
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|
2023
Q4 | $628K | Sell |
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|
2023
Q3 | $652K | Buy |
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|
2023
Q2 | $620K | Buy |
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|
2023
Q1 | $573K | Sell |
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|
2022
Q4 | $572K | Buy |
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|
2022
Q3 | $452K | Buy |
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|
2022
Q2 | $247K | Buy |
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|
2022
Q1 | $270K | Hold |
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|
2021
Q4 | $258K | Buy |
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|
2021
Q3 | $249K | Hold |
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|
2021
Q2 | $254K | Buy |
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