Wealth Enhancement Advisory Services’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $314K | Sell |
19,181
-1,486
| -7% | -$24.4K | ﹤0.01% | 2582 |
|
|
2025
Q1 | $322K | Buy |
20,667
+1,707
| +9% | +$26.6K | ﹤0.01% | 2376 |
|
|
2024
Q4 | $281K | Sell |
18,960
-11,129
| -37% | -$165K | ﹤0.01% | 2408 |
|
|
2024
Q3 | $472K | Sell |
30,089
-1,410
| -4% | -$22.1K | ﹤0.01% | 1847 |
|
|
2024
Q2 | $480K | Sell |
31,499
-95
| -0.3% | -$1.45K | ﹤0.01% | 1669 |
|
|
2024
Q1 | $487K | Buy |
31,594
+1,866
| +6% | +$28.8K | ﹤0.01% | 1602 |
|
|
2023
Q4 | $430K | Sell |
29,728
-16,753
| -36% | -$242K | ﹤0.01% | 1604 |
|
|
2023
Q3 | $687K | Buy |
+46,481
| New | +$687K | ﹤0.01% | 1261 |
|