Regal Investment Advisors’s Calamos Strategic Total Return Fund CSQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-3,000
| Closed | -$27K | – | 385 |
|
|
2015
Q3 | $27K | Hold |
3,000
| – | – | 0.01% | 510 |
|
|
2015
Q2 | $32K | Buy |
3,000
+400
| +15% | +$4.27K | 0.01% | 489 |
|
|
2015
Q1 | $29K | Buy |
+2,600
| New | +$29K | 0.01% | 506 |
|
|
2014
Q4 | – | Sell |
-23
| Closed | – | – | 928 |
|
|
2014
Q3 | $0 | Buy |
+23
| New | – | ﹤0.01% | 944 |
|