SWA
Stratos 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-18,277
| Closed | -$317K | – | 723 |
|
|
2024
Q3 | $317K | Buy |
18,277
+299
| +2% | +$5.19K | 0.01% | 594 |
|
|
2024
Q2 | $303K | Buy |
17,978
+307
| +2% | +$5.17K | 0.02% | 574 |
|
|
2024
Q1 | $289K | Buy |
17,671
+312
| +2% | +$5.11K | 0.02% | 558 |
|
|
2023
Q4 | $258K | Buy |
17,359
+339
| +2% | +$5.04K | 0.01% | 585 |
|
|
2023
Q3 | $239K | Buy |
+17,020
| New | +$239K | 0.02% | 582 |
|