Optimum Investment Advisors’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $429K | Buy |
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|
2025
Q2 | $421K | Buy |
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|
2025
Q1 | $356K | Buy |
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|
2024
Q4 | $197K | Hold |
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|
2024
Q3 | $209K | Hold |
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|
2024
Q2 | $203K | Buy |
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|
2024
Q1 | $143K | Sell |
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|
2023
Q4 | $186K | Sell |
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|
2023
Q3 | $409K | Sell |
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|
2023
Q2 | $440K | Sell |
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|
2023
Q1 | $471K | Buy |
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|
2022
Q4 | $444K | Sell |
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|
2022
Q3 | $442K | Sell |
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|
2022
Q2 | $496K | Buy |
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|
2022
Q1 | $607K | Sell |
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|
2021
Q4 | $594K | Sell |
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|
2021
Q3 | $714K | Buy |
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|
2021
Q2 | $528K | Buy |
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|
2021
Q1 | $281K | Buy |
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