Primoris Wealth Advisors’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$276K Hold
2024
Q4
$315K Hold
2024
Q3
$329K Hold
2024
Q2
$291K Hold
2024
Q1
$282K Buy
2023
Q4
$231K Buy
2023
Q3
$214K Buy