OneDigital Investment Advisors’s Calamos Strategic Total Return Fund CSQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,300
| Closed | -$31K | – | 1140 |
|
|
2018
Q3 | $31K | Hold |
2,300
| – | – | 0.01% | 524 |
|
|
2018
Q2 | $29K | Hold |
2,300
| – | – | 0.01% | 675 |
|
|
2018
Q1 | $27K | Hold |
2,300
| – | – | 0.01% | 698 |
|
|
2017
Q4 | $28K | Hold |
2,300
| – | – | ﹤0.01% | 675 |
|
|
2017
Q3 | $28K | Hold |
2,300
| – | – | 0.01% | 528 |
|
|
2017
Q2 | $27K | Buy |
+2,300
| New | +$27K | 0.01% | 643 |
|