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DIVERSIFY WEALTH MANAGEMENT, LLC → CSQ
DIVERSIFY WEALTH MANAGEMENT, LLC CSQ Position History
Calamos Strategic Total Return Fund • Financial Services
Quarters held
5
Latest value
$7.1M
Q3 2026
Peak value
$7.1M
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $564K |
| Q2 2026 | $1.7M |
| Q3 2026 | $611K |
| Q3 2026 | $3.7M |
| Q3 2026 | $7.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.1M | 281.0K | — | — |
| Q3 2026 | $3.7M | 138.8K | — | — |
| Q3 2026 | $611K | 20.8K | — | — |
| Q2 2026 | $1.7M | 65.3K | — | — |
| Q2 2026 | $564K | 20.8K | — | — |