AWM
CHI

Axxcess Wealth Management’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Axxcess Wealth Management’s Portfolio CHI Stock Details CHI Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
2023
Q3 		$211K Buy
2023
Q2 		– Sell
2023
Q1 		$266K Hold
2022
Q4 		$265K Buy
2022
Q3 		$152K Buy
2022
Q1 		– Sell
2021
Q4 		$333K Buy