KPWS
CCD

Kestra Private Wealth Services’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

Kestra Private Wealth Services’s Portfolio CCD Stock Details CCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$474K Buy
2025
Q1 		$472K Buy
2024
Q4 		$454K Buy
2024
Q3 		$466K Sell
2024
Q2 		$422K Hold
2024
Q1 		$410K Buy
2023
Q4 		$366K Buy
2023
Q3 		$342K Buy
2023
Q2 		$364K Buy
2023
Q1 		$354K Buy
2022
Q4 		$328K Buy