Tempus Wealth Planning’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Hold |
13,719
| – | – | 0.07% | 221 |
|
|
2025
Q1 | $292K | Buy |
+13,719
| New | +$292K | 0.09% | 207 |
|
|
2024
Q2 | – | Sell |
-24,616
| Closed | -$537K | – | 208 |
|
|
2024
Q1 | $537K | Hold |
24,616
| – | – | 0.24% | 108 |
|
|
2023
Q4 | $487K | Buy |
+24,616
| New | +$487K | 0.21% | 103 |
|
|
2023
Q3 | – | Sell |
-9,616
| Closed | -$209K | – | 172 |
|
|
2023
Q2 | $209K | Hold |
9,616
| – | – | 0.09% | 175 |
|
|
2023
Q1 | $205K | Buy |
+9,616
| New | +$205K | 0.1% | 168 |
|
|
2022
Q4 | – | Sell |
-10,116
| Closed | -$203K | – | 186 |
|
|
2022
Q3 | $203K | Buy |
+10,116
| New | +$203K | 0.14% | 172 |
|