LWP
CCD
Legacy Wealth Planning’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-7,586
| Closed | -$239K | – | 102 |
|
|
2021
Q4 | $239K | Hold |
7,586
| – | – | 0.27% | 80 |
|
|
2021
Q3 | $231K | Hold |
7,586
| – | – | 0.26% | 85 |
|
|
2021
Q2 | $236K | Hold |
7,586
| – | – | 0.27% | 85 |
|
|
2021
Q1 | $243K | Hold |
7,586
| – | – | 0.31% | 70 |
|
|
2020
Q4 | $214K | Buy |
+7,586
| New | +$214K | 0.27% | 74 |
|