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Cornerstone Wealth, LLC/TN → CSQ
Cornerstone Wealth, LLC/TN CSQ Position History
Calamos Strategic Total Return Fund • Financial Services
Quarters held
6
Latest value
$18.1M
Q3 2026
Peak value
$19.4M
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $5.3M |
| Q1 2026 | $18.7M |
| Q2 2026 | $7.3M |
| Q2 2026 | $19.4M |
| Q3 2026 | $8.7M |
| Q3 2026 | $18.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $18.1M | 689.8K | — | — |
| Q3 2026 | $8.7M | 355.4K | — | — |
| Q2 2026 | $19.4M | 713.4K | — | — |
| Q2 2026 | $7.3M | 280.6K | — | — |
| Q1 2026 | $18.7M | 693.5K | — | — |
| Q1 2026 | $5.3M | 201.4K | — | — |