AWM
CHI

AE Wealth Management’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

AE Wealth Management’s Portfolio CHI Stock Details CHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-14,217
Closed -$150K – 1288
2023
Q4 		$150K Buy
+14,217
New +$150K ﹤0.01% 1911