PWA
Prairie Wealth Advisors’s Calamos Strategic Total Return Fund CSQ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.18M | Buy |
119,736
+10,219
| +9% | +$186K | 0.93% | 17 |
|
2025
Q1 | $1.77M | Sell |
109,517
-1,168
| -1% | -$18.9K | 0.87% | 17 |
|
2024
Q4 | $1.97M | Buy |
110,685
+3,950
| +4% | +$70.4K | 0.95% | 16 |
|
2024
Q3 | $1.85M | Buy |
106,735
+3,250
| +3% | +$56.4K | 0.92% | 16 |
|
2024
Q2 | $1.74M | Buy |
103,485
+300
| +0.3% | +$5.05K | 0.88% | 16 |
|
2024
Q1 | $1.69M | Buy |
+103,185
| New | +$1.69M | 0.79% | 20 |
|