WealthPLAN Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-639
| Closed | -$9.43K | – | 473 |
|
|
2023
Q2 | $9.43K | Buy |
639
+13
| +2% | +$192 | ﹤0.01% | 802 |
|
|
2023
Q1 | $8.76K | Buy |
+626
| New | +$8.76K | ﹤0.01% | 894 |
|
|
2016
Q3 | $7.64K | Hold |
750
| – | – | ﹤0.01% | 644 |
|
|
2016
Q2 | $7.41K | Buy |
+750
| New | +$7.41K | ﹤0.01% | 1850 |
|
|
2015
Q4 | $7.43K | Buy |
+750
| New | +$7.43K | ﹤0.01% | 1239 |
|