Sit Investment Associates’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
Q2
$17.5M Hold
2025
Q1
$16.8M Buy
2024
Q4
$14.9M Buy
2024
Q3
$13.8M Buy
2024
Q2
$11.9M Buy
2024
Q1
$9.86M Sell
2023
Q4
$11.9M Sell
2023
Q3
$12.3M Buy
2023
Q2
$11.9M Buy
2023
Q1
$11.6M Sell
2022
Q4
$11.4M Sell
2022
Q3
$11.8M Buy
2022
Q2
$11.8M Sell
2022
Q1
$18.5M Hold
2021
Q4
$17.7M Buy
2021
Q3
$14.1M Sell
2021
Q2
$17M Buy
2021
Q1
$11.8M Buy
2020
Q4
$3.25M Buy