Atria Wealth Solutions’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 | $149K | Sell |
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|
2025
Q1 | $308K | Sell |
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|
2024
Q4 | $387K | Sell |
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|
2024
Q3 | $378K | Buy |
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|
2024
Q2 | $377K | Buy |
|
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|
2024
Q1 | $351K | Sell |
|
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|
2023
Q4 | $369K | Buy |
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|
2023
Q3 | $359K | Sell |
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|
2023
Q2 | $505K | Sell |
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|
2023
Q1 | $478K | Buy |
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|
2022
Q4 | $464K | Sell |
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|
2022
Q3 | $435K | Buy |
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|
2022
Q2 | $220K | Sell |
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|
2022
Q1 | $544K | Buy |
|