Kiley Juergens Wealth Management’s Calamos Strategic Total Return Fund CSQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-4,156
| Closed | -$55K | – | 164 |
|
|
2018
Q3 | $55K | Hold |
4,156
| – | – | 0.04% | 222 |
|
|
2018
Q2 | $52K | Buy |
+4,156
| New | +$52K | 0.05% | 200 |
|
|
2018
Q1 | – | Sell |
-6,656
| Closed | -$80K | – | 192 |
|
|
2017
Q4 | $80K | Buy |
+6,656
| New | +$80K | 0.07% | 150 |
|