SWA
Strategies 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 | $428K | Buy |
23,462
+100
| +0.4% | +$1.82K | 0.05% | 117 |
|
|
2025
Q1 | $378K | Sell |
23,362
-600
| -3% | -$9.71K | 0.05% | 122 |
|
|
2024
Q4 | $438K | Buy |
23,962
+300
| +1% | +$5.48K | 0.05% | 88 |
|
|
2024
Q3 | $411K | Sell |
23,662
-200
| -0.8% | -$3.47K | 0.05% | 70 |
|
|
2024
Q2 | $402K | Sell |
23,862
-3,500
| -13% | -$58.9K | 0.06% | 66 |
|
|
2024
Q1 | $448K | Buy |
27,362
+4,922
| +22% | +$80.6K | 0.07% | 66 |
|
|
2023
Q4 | $334K | Buy |
+22,440
| New | +$334K | 0.06% | 71 |
|