Wealth Enhancement Advisory Services
CPZ

Wealth Enhancement Advisory Services’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio CPZ Stock Details CPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$314K Sell
2025
Q1 		$322K Buy
2024
Q4 		$281K Sell
2024
Q3 		$472K Sell
2024
Q2 		$480K Sell
2024
Q1 		$487K Buy
2023
Q4 		$430K Sell
2023
Q3 		$687K Buy