Allworth Financial’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $94K | Buy |
|
|||||
|
2025
Q1 | $52.6K | Hold |
|
|||||
|
2024
Q4 | $60.7K | Hold |
|
|||||
|
2024
Q3 | $61.7K | Hold |
|
|||||
|
2024
Q2 | $62.1K | Hold |
|
|||||
|
2024
Q1 | $60.2K | Hold |
|
|||||
|
2023
Q4 | $54.9K | Sell |
|
|||||
|
2023
Q3 | $59K | Hold |
|
|||||
|
2023
Q2 | $62.7K | Hold |
|
|||||
|
2023
Q1 | $58.9K | Hold |
|
|||||
|
2022
Q4 | $58.9K | Buy |
|
|||||
|
2022
Q3 | $54K | Buy |
|
|||||
|
2022
Q2 | $57K | Hold |
|
|||||
|
2022
Q1 | $70K | Hold |
|
|||||
|
2021
Q4 | $80K | Hold |
|
|||||
|
2021
Q3 | $79K | Hold |
|
|||||
|
2021
Q2 | $80K | Hold |
|
|||||
|
2021
Q1 | $75K | Hold |
|
|||||
|
2020
Q4 | $72K | Hold |
|
|||||
|
2020
Q3 | $58K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $44K | Hold |
|
|||||
|
2019
Q4 | $58K | Hold |
|
|||||
|
2019
Q3 | $55K | Buy |
|
|||||
|
2019
Q2 | – | Hold |
|
|||||
|
2019
Q1 | – | Hold |
|
|||||
|
2018
Q4 | – | Hold |
|
|||||
|
2018
Q3 | – | Hold |
|
|||||
|
2018
Q2 | – | Hold |
|
|||||
|
2018
Q1 | – | Hold |
|
|||||
|
2017
Q4 | – | Hold |
|
|||||
|
2017
Q3 | – | Hold |
|
|||||
|
2017
Q2 | – | Hold |
|
|||||
|
2017
Q1 | – | Hold |
|