CALAMOS WEALTH MANAGEMENT LLC – Morgan Stanley Transaction History
CALAMOS WEALTH MANAGEMENT LLC portfolio value:
$799,000
portfolio value
CALAMOS WEALTH MANAGEMENT LLC quarter portfolio value change:
+3.88%
quarter
Morgan Stanley 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -6.95% | -755 shares | -27K | $79.01 | 10.10K |
| Q2 2022 | share | Increase | +0.75% | 81 shares | -116K | $76.06 | 10.86K |
| Q1 2022 | share | Decrease | -20.36% | -2.75K shares | -387K | $87.4 | 10.78K |
| Q4 2021 | share | Decrease | -7.76% | -1.13K shares | -99K | $98.8 | 13.53K |
| Q3 2021 | share | Decrease | -1.90% | -284 shares | 56K | $96.65 | 14.67K |
| Q2 2021 | share | Increase | +14.01% | 1.83K shares | 353K | $90.41 | 14.96K |
| Q1 2021 | share | Increase | +0.91% | 118 shares | 128K | $76.26 | 13.12K |
| Q4 2020 | share | Increase | +12.76% | 1.47K shares | 333K | $66.95 | 13.00K |
| Q3 2020 | share | Decrease | -4.52% | -546 shares | -25K | $46.9 | 11.53K |
| Q2 2020 | share | Decrease | -47.19% | -10.79K shares | -195K | $46.52 | 12.07K |
| Q1 2020 | share | Decrease | -20.20% | -5.79K shares | -687K | $32.47 | 22.87K |
| Q4 2019 | share | Decrease | -8.28% | -2.58K shares | 132K | $48.5 | 28.66K |
| Q3 2019 | share | Decrease | -3.01% | -971 shares | -79K | $40.18 | 31.24K |
| Q2 2019 | share | Decrease | -10.79% | -3.89K shares | -112K | $40.93 | 32.22K |
| Q1 2019 | share | Increase | +9.60% | 3.16K shares | 217K | $39.18 | 36.11K |
| Q4 2018 | share | Decrease | -8.98% | -3.25K shares | -379K | $36.56 | 32.95K |
| Q3 2018 | share | Increase | +0.91% | 328 shares | -15K | $42.65 | 36.20K |
| Q2 2018 | share | Decrease | -1.98% | -724 shares | -275K | $43.16 | 35.87K |
| Q1 2018 | share | Decrease | -2.42% | -909 shares | 8K | $48.9 | 36.60K |
| Q4 2017 | share | Decrease | -3.03% | -1.17K shares | 105K | $47.34 | 37.51K |
| Q3 2017 | share | Increase | +22.08% | 6.99K shares | 451K | $43.24 | 38.68K |
| Q2 2017 | share | Increase | 0.00% | 31.68K shares | 1.41M | $39.79 | 31.68K |