Salem Investment Counselors’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.7K | Hold |
1,150
| – | – | ﹤0.01% | 734 |
|
|
2025
Q1 | $17.9K | Hold |
1,150
| – | – | ﹤0.01% | 734 |
|
|
2024
Q4 | $17.4K | Hold |
1,150
| – | – | ﹤0.01% | 751 |
|
|
2024
Q3 | $18K | Hold |
1,150
| – | – | ﹤0.01% | 754 |
|
|
2024
Q2 | $17.5K | Hold |
1,150
| – | – | ﹤0.01% | 741 |
|
|
2024
Q1 | $17.7K | Hold |
1,150
| – | – | ﹤0.01% | 734 |
|
|
2023
Q4 | $16.8K | Hold |
1,150
| – | – | ﹤0.01% | 722 |
|
|
2023
Q3 | $17K | Sell |
1,150
-350
| -23% | -$5.18K | ﹤0.01% | 696 |
|
|
2023
Q2 | $23.2K | Hold |
1,500
| – | – | ﹤0.01% | 670 |
|
|
2023
Q1 | $23.2K | Hold |
1,500
| – | – | ﹤0.01% | 669 |
|
|
2022
Q4 | $23K | Hold |
1,500
| – | – | ﹤0.01% | 639 |
|
|
2022
Q3 | $22K | Hold |
1,500
| – | – | ﹤0.01% | 623 |
|
|
2022
Q2 | $25K | Hold |
1,500
| – | – | ﹤0.01% | 628 |
|
|
2022
Q1 | $31K | Hold |
1,500
| – | – | ﹤0.01% | 586 |
|
|
2021
Q4 | $29K | Hold |
1,500
| – | – | ﹤0.01% | 646 |
|
|
2021
Q3 | $31K | Hold |
1,500
| – | – | ﹤0.01% | 562 |
|
|
2021
Q2 | $31K | Hold |
1,500
| – | – | ﹤0.01% | 551 |
|
|
2021
Q1 | $30K | Hold |
1,500
| – | – | ﹤0.01% | 527 |
|
|
2020
Q4 | $26K | Buy |
+1,500
| New | +$26K | ﹤0.01% | 530 |
|