Bergan Kdv Wealth Management, LLC Calamos Strategic Total Return Fund Transaction History

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 01, 2019	SELL	$9.44 - $13.5 $221,443 - $316,683	-23,458 Closed	0 $0
Q3 2018 Nov 09, 2018	BUY	$12.58 - $13.58 $3,723 - $4,019	296 Added 1.28%	23,458 $315,000
Q2 2018 Jul 23, 2018	BUY	$11.52 - $13.02 $7,568 - $8,554	657 Added 2.92%	23,162 $293,000
Q1 2018 May 03, 2018	SELL	$11.5 - $12.9 $2,449 - $2,747	-213 Reduced 0.94%	22,505 $266,000
Q4 2017 Jan 16, 2018	BUY	$11.81 - $12.45 $268,299 - $282,839	22,718	22,718 $274,000

Others Institutions Holding CSQ

# of Institutions

198

Shares Held

33.7M

Call Options Held

0

Put Options Held

0

About CALAMOS STRATEGIC TOTAL RETURN FUND

Ticker CSQ
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Description
Calamos Strategic Total Return Fund is a closed ended balanced mutual fund launched by Calamos Investments LLC. The fund is managed by Calamos Advisors LLC. It invests in the public equity and fixed income markets of the United States. The fund seeks to invest in securities of companies operating across diversified sectors. It primarily invests ...

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