Atria Wealth Solutions’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $149K | Sell |
14,194
-17,879
| -56% | -$188K | ﹤0.01% | 1412 |
|
|
2025
Q1 | $308K | Sell |
32,073
-356
| -1% | -$3.41K | ﹤0.01% | 1438 |
|
|
2024
Q4 | $387K | Sell |
32,429
-65
| -0.2% | -$776 | ﹤0.01% | 1385 |
|
|
2024
Q3 | $378K | Buy |
32,494
+94
| +0.3% | +$1.09K | ﹤0.01% | 1369 |
|
|
2024
Q2 | $377K | Buy |
32,400
+1,497
| +5% | +$17.4K | ﹤0.01% | 1356 |
|
|
2024
Q1 | $351K | Sell |
30,903
-4,723
| -13% | -$53.6K | ﹤0.01% | 1447 |
|
|
2023
Q4 | $369K | Buy |
35,626
+1,530
| +4% | +$15.9K | ﹤0.01% | 1346 |
|
|
2023
Q3 | $359K | Sell |
34,096
-11,012
| -24% | -$116K | 0.01% | 1293 |
|
|
2023
Q2 | $505K | Sell |
45,108
-323
| -0.7% | -$3.62K | 0.01% | 1147 |
|
|
2023
Q1 | $478K | Buy |
45,431
+1,511
| +3% | +$15.9K | 0.01% | 1164 |
|
|
2022
Q4 | $464K | Sell |
43,920
-1,069
| -2% | -$11.3K | 0.01% | 1114 |
|
|
2022
Q3 | $435K | Buy |
44,989
+24,500
| +120% | +$237K | 0.01% | 1096 |
|
|
2022
Q2 | $220K | Sell |
20,489
-20,690
| -50% | -$222K | ﹤0.01% | 1372 |
|
|
2022
Q1 | $544K | Buy |
+41,179
| New | +$544K | 0.01% | 1022 |
|