VWM
CCD

Valley Wealth Managers’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

Valley Wealth Managers’s Portfolio CCD Stock Details CCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$30.2K Hold
2025
Q1 		$31.9K Hold
2024
Q4 		$36.5K Hold
2024
Q3 		$38.1K Hold
2024
Q2 		$33.7K Hold
2024
Q1 		$32.7K Hold
2023
Q4 		$29.7K Hold
2023
Q3 		$28K Hold
2023
Q2 		$32.6K Buy