SOA Wealth Advisors’s Calamos Strategic Total Return Fund CSQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.16K | Buy |
173
+3
| +2% | +$55 | ﹤0.01% | 681 |
|
|
2025
Q1 | $2.75K | Buy |
170
+3
| +2% | +$49 | ﹤0.01% | 682 |
|
|
2024
Q4 | $2.96K | Buy |
167
+3
| +2% | +$53 | ﹤0.01% | 657 |
|
|
2024
Q3 | $2.85K | Buy |
164
+3
| +2% | +$52 | ﹤0.01% | 646 |
|
|
2024
Q2 | $2.71K | Buy |
161
+3
| +2% | +$51 | ﹤0.01% | 652 |
|
|
2024
Q1 | $2.59K | Sell |
158
-152
| -49% | -$2.49K | ﹤0.01% | 676 |
|
|
2023
Q4 | $4.61K | Buy |
310
+7
| +2% | +$104 | ﹤0.01% | 607 |
|
|
2023
Q3 | $4.27K | Buy |
303
+6
| +2% | +$85 | ﹤0.01% | 636 |
|
|
2023
Q2 | $4.39K | Buy |
297
+6
| +2% | +$89 | ﹤0.01% | 638 |
|
|
2023
Q1 | $4.07K | Buy |
291
+6
| +2% | +$84 | ﹤0.01% | 646 |
|
|
2022
Q4 | $3.82K | Buy |
285
+7
| +3% | +$94 | ﹤0.01% | 655 |
|
|
2022
Q3 | $3K | Buy |
278
+6
| +2% | +$65 | ﹤0.01% | 653 |
|
|
2022
Q2 | $3K | Buy |
272
+6
| +2% | +$66 | ﹤0.01% | 636 |
|
|
2022
Q1 | $4K | Buy |
266
+4
| +2% | +$60 | ﹤0.01% | 708 |
|
|
2021
Q4 | $5K | Buy |
262
+5
| +2% | +$95 | ﹤0.01% | 654 |
|
|
2021
Q3 | $4K | Buy |
257
+4
| +2% | +$62 | ﹤0.01% | 705 |
|
|
2021
Q2 | $4K | Buy |
253
+4
| +2% | +$63 | ﹤0.01% | 687 |
|
|
2021
Q1 | $4K | Buy |
249
+3
| +1% | +$48 | ﹤0.01% | 644 |
|
|
2020
Q4 | $4K | Buy |
+246
| New | +$4K | ﹤0.01% | 626 |
|