VWM
CCD
Valley Wealth Managers’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.2K | Hold |
1,500
| – | – | ﹤0.01% | 218 |
|
|
2025
Q1 | $31.9K | Hold |
1,500
| – | – | ﹤0.01% | 225 |
|
|
2024
Q4 | $36.5K | Hold |
1,500
| – | – | ﹤0.01% | 227 |
|
|
2024
Q3 | $38.1K | Hold |
1,500
| – | – | ﹤0.01% | 230 |
|
|
2024
Q2 | $33.7K | Hold |
1,500
| – | – | ﹤0.01% | 235 |
|
|
2024
Q1 | $32.7K | Hold |
1,500
| – | – | ﹤0.01% | 226 |
|
|
2023
Q4 | $29.7K | Hold |
1,500
| – | – | ﹤0.01% | 232 |
|
|
2023
Q3 | $28K | Hold |
1,500
| – | – | ﹤0.01% | 243 |
|
|
2023
Q2 | $32.6K | Buy |
+1,500
| New | +$32.6K | ﹤0.01% | 225 |
|