Avantax Advisory Services’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 | $3.37M | Sell |
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|
2025
Q1 | $3.4M | Buy |
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|
2024
Q4 | $4.06M | Buy |
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|
2024
Q3 | $3.85M | Buy |
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|
2024
Q2 | $3.57M | Buy |
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|
2024
Q1 | $3.36M | Buy |
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|
2023
Q4 | $2.84M | Buy |
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|
2023
Q3 | $2.85M | Buy |
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|
2023
Q2 | $2.53M | Buy |
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|
2023
Q1 | $2.13M | Buy |
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|
2022
Q4 | $1.88M | Buy |
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|
2022
Q3 | $1.58M | Buy |
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|
2022
Q2 | $1.03M | Buy |
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|
2022
Q1 | $1.15M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $379K | Buy |
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|
2020
Q2 | $144K | Sell |
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|
2020
Q1 | $113K | Sell |
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|
2019
Q4 | $175K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $125K | Sell |
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|
2019
Q1 | $142K | Buy |
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|
2018
Q4 | $118K | Buy |
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