Laird Norton Wetherby Wealth Management’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-9,100
| Closed | -$233K | – | 906 |
|
|
2022
Q1 | $233K | Sell |
9,100
-5,647
| -38% | -$145K | 0.01% | 801 |
|
|
2021
Q4 | $465K | Buy |
14,747
+1,900
| +15% | +$59.9K | 0.03% | 550 |
|
|
2021
Q3 | $391K | Hold |
12,847
| – | – | 0.02% | 588 |
|
|
2021
Q2 | $401K | Buy |
+12,847
| New | +$401K | 0.02% | 586 |
|
|
2021
Q1 | – | Sell |
-11,400
| Closed | -$321K | – | 793 |
|
|
2020
Q4 | $321K | Buy |
+11,400
| New | +$321K | 0.02% | 625 |
|