KMS Financial Services’s Calamos Strategic Total Return Fund CSQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $145K | Buy |
12,377
+9
| +0.1% | +$105 | 0.02% | 502 |
|
|
2014
Q2 | $149K | Hold |
12,368
| – | – | 0.02% | 514 |
|
|
2014
Q1 | $138K | Buy |
12,368
+1,100
| +10% | +$12.3K | 0.02% | 497 |
|
|
2013
Q4 | $123K | Buy |
11,268
+1,000
| +10% | +$10.9K | 0.02% | 494 |
|
|
2013
Q3 | $103K | Buy |
+10,268
| New | +$103K | 0.03% | 425 |
|