Steward Partners Investment Advisory’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $571K | Buy |
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|
2025
Q1 | $598K | Sell |
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|
2024
Q4 | $711K | Sell |
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|
2024
Q3 | $796K | Sell |
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|
2024
Q2 | $708K | Buy |
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|
2024
Q1 | $677K | Sell |
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|
2023
Q4 | $640K | Buy |
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|
2023
Q3 | $588K | Buy |
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|
2023
Q2 | $419K | Buy |
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|
2023
Q1 | $236K | Buy |
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|
2022
Q4 | $214K | Hold |
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|
2022
Q3 | $209K | Buy |
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|
2022
Q2 | $213K | Hold |
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|
2022
Q1 | $255K | Buy |
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|
2021
Q4 | $63K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $5K | Hold |
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|
2018
Q2 | $5K | Buy |
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