WealthSource Partners’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-66,807
| Closed | -$999K | – | 487 |
|
|
2022
Q3 | $999K | Buy |
66,807
+2,229
| +3% | +$33.3K | 0.07% | 191 |
|
|
2022
Q2 | $1.07M | Buy |
64,578
+18,860
| +41% | +$311K | 0.08% | 182 |
|
|
2022
Q1 | $931K | Buy |
45,718
+22,761
| +99% | +$464K | 0.06% | 229 |
|
|
2021
Q4 | $447K | Buy |
+22,957
| New | +$447K | 0.04% | 327 |
|