Shaker Financial Services’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $207K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $736K | Buy |
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|
2024
Q3 | $332K | Buy |
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|
2024
Q2 | $233K | Sell |
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|
2024
Q1 | $387K | Sell |
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|
2023
Q4 | $1.74M | Buy |
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|
2023
Q3 | $1.7M | Sell |
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|
2023
Q2 | $3.25M | Buy |
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|
2023
Q1 | $2.97M | Sell |
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|
2022
Q4 | $3.96M | Buy |
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|
2022
Q3 | $2.51M | Sell |
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|
2022
Q2 | $3.47M | Buy |
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|
2022
Q1 | $1.77M | Buy |
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|
2021
Q4 | $1.08M | Buy |
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|
2021
Q3 | $237K | Sell |
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|
2021
Q2 | $503K | Sell |
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|
2021
Q1 | $1.45M | Sell |
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|
2020
Q4 | $3.52M | Sell |
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|
2020
Q3 | $4.48M | Buy |
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|
2020
Q2 | $2.19M | Sell |
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|
2020
Q1 | $2.24M | Buy |
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|
2019
Q4 | $1.11M | Buy |
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