TVWM
Tower View 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,044
| Closed | -$14K | – | 156 |
|
|
2022
Q4 | $14K | Buy |
1,044
+15
| +1% | +$201 | 0.01% | 110 |
|
|
2022
Q3 | $13K | Buy |
1,029
+21
| +2% | +$265 | 0.01% | 111 |
|
|
2022
Q2 | $13K | Buy |
1,008
+8
| +0.8% | +$103 | 0.01% | 107 |
|
|
2022
Q1 | $18K | Hold |
1,000
| – | – | 0.01% | 128 |
|
|
2021
Q4 | $19K | Hold |
1,000
| – | – | 0.01% | 132 |
|
|
2021
Q3 | $18K | Buy |
+1,000
| New | +$18K | 0.01% | 141 |
|