Spire Wealth Management’s Calamos Strategic Total Return Fund CSQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-7,453
| Closed | -$131K | – | 2681 |
|
|
2022
Q1 | $131K | Buy |
7,453
+168
| +2% | +$2.95K | ﹤0.01% | 1072 |
|
|
2021
Q4 | $141K | Hold |
7,285
| – | – | ﹤0.01% | 1258 |
|
|
2021
Q3 | $129K | Buy |
7,285
+635
| +10% | +$11.2K | ﹤0.01% | 1096 |
|
|
2021
Q2 | $121K | Hold |
6,650
| – | – | ﹤0.01% | 1117 |
|
|
2021
Q1 | $115K | Buy |
+6,650
| New | +$115K | ﹤0.01% | 1340 |
|