Wealthsource Partners, LLC
- SEC CIK
- 0001674623
- Latest filing
- Jan 16, 2024
CPZ holding history
Calamos Long/Short Equity & Dynamic Income Trust in every 13F filed by Wealthsource Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
CPZ overviewAll 13F holders of CPZFull Q4 2023 holdings
- Shares (Q4 2022)
- 0
- Sold out in Q4 2022
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2022 | 0 | $0 | 0.0% | −66,807−100.0% | Sold out | Holders |
| Q3 2022 | 66,807 | $999.0K | 0.1% | +2,229+3.5% | Added | Holders |
| Q2 2022 | 64,578 | $1.07M | 0.1% | +18,860+41.3% | Added | Holders |
| Q1 2022 | 45,718 | $931.0K | 0.1% | +22,761+99.1% | Added | Holders |
| Q4 2021 | 22,957 | $447.0K | <0.1% | +22,957 | New | Holders |