PWA
CCD
Primoris Wealth Advisors’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-12,950
| Closed | -$276K | – | 103 |
|
|
2025
Q1 | $276K | Hold |
12,950
| – | – | 0.21% | 79 |
|
|
2024
Q4 | $315K | Hold |
12,950
| – | – | 0.24% | 72 |
|
|
2024
Q3 | $329K | Hold |
12,950
| – | – | 0.24% | 78 |
|
|
2024
Q2 | $291K | Hold |
12,950
| – | – | 0.23% | 82 |
|
|
2024
Q1 | $282K | Buy |
12,950
+1,250
| +11% | +$27.3K | 0.23% | 80 |
|
|
2023
Q4 | $231K | Buy |
11,700
+200
| +2% | +$3.96K | 0.22% | 78 |
|
|
2023
Q3 | $214K | Buy |
+11,500
| New | +$214K | 0.26% | 65 |
|