Axxcess Wealth Management’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-20,000
| Closed | -$211K | – | 849 |
|
|
2023
Q3 | $211K | Buy |
+20,000
| New | +$211K | 0.01% | 719 |
|
|
2023
Q2 | – | Sell |
-25,238
| Closed | -$266K | – | 609 |
|
|
2023
Q1 | $266K | Hold |
25,238
| – | – | 0.02% | 508 |
|
|
2022
Q4 | $265K | Buy |
25,238
+9,554
| +61% | +$100K | 0.02% | 478 |
|
|
2022
Q3 | $152K | Buy |
+15,684
| New | +$152K | 0.01% | 512 |
|
|
2022
Q1 | – | Sell |
-22,044
| Closed | -$333K | – | 638 |
|
|
2021
Q4 | $333K | Buy |
+22,044
| New | +$333K | 0.02% | 445 |
|