XWM
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Xcel Wealth Management’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Xcel Wealth Management’s Portfolio CSQ Stock Details CSQ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-10,867
Closed -$135K – 110
2020
Q2 		$135K Buy
+10,867
New +$135K 0.08% 99