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Litman Gregory Wealth Management’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Litman Gregory Wealth Management’s Portfolio CSQ Stock Details CSQ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$410K Hold
22,500
– – 0.03% 103
2025
Q1 		$364K Hold
22,500
– – 0.03% 106
2024
Q4 		$398K Buy
22,500
+1,000
+5% +$17.7K 0.03% 97
2024
Q3 		$373K Buy
+21,500
New +$373K 0.03% 105