TW
Transform Wealth’s Calamos Strategic Total Return Fund CSQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-10,100
| Closed | -$136K | – | 183 |
|
|
2018
Q3 | $136K | Hold |
10,100
| – | – | 0.02% | 187 |
|
|
2018
Q2 | $128K | Hold |
10,100
| – | – | 0.02% | 210 |
|
|
2018
Q1 | $119K | Hold |
10,100
| – | – | 0.02% | 232 |
|
|
2017
Q4 | $122K | Buy |
+10,100
| New | +$122K | 0.02% | 244 |
|