Wealth Enhancement Advisory Services’s Calamos Strategic Total Return Fund CSQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $419K | Buy |
22,707
+1,875
| +9% | +$34.6K | ﹤0.01% | 2343 |
|
|
2025
Q1 | $337K | Hold |
20,832
| – | – | ﹤0.01% | 2334 |
|
|
2024
Q4 | $369K | Sell |
20,832
-110
| -0.5% | -$1.95K | ﹤0.01% | 2191 |
|
|
2024
Q3 | $363K | Sell |
20,942
-380
| -2% | -$6.59K | ﹤0.01% | 2030 |
|
|
2024
Q2 | $359K | Sell |
21,322
-2,232
| -9% | -$37.6K | ﹤0.01% | 1856 |
|
|
2024
Q1 | $386K | Buy |
23,554
+3,937
| +20% | +$64.4K | ﹤0.01% | 1745 |
|
|
2023
Q4 | $292K | Sell |
19,617
-12,846
| -40% | -$191K | ﹤0.01% | 1832 |
|
|
2023
Q3 | $457K | Buy |
+32,463
| New | +$457K | ﹤0.01% | 1478 |
|