RIA
CPZ

Realta Investment Advisors’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History

Realta Investment Advisors’s Portfolio CPZ Stock Details CPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-15,107
Closed -$229K – 473
2022
Q4 		$229K Sell
15,107
-4,527
-23% -$68.8K 0.06% 361
2022
Q3 		$294K Buy
19,634
+1,608
+9% +$24.1K 0.08% 287
2022
Q2 		$296K Buy
+18,026
New +$296K 0.07% 272