B. Riley Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $188K | Buy |
19,882
+379
| +2% | +$3.58K | 0.28% | 119 |
|
|
2015
Q4 | $193K | Sell |
19,503
-6,062
| -24% | -$60K | 0.25% | 137 |
|
|
2015
Q3 | $252K | Buy |
25,565
+12,278
| +92% | +$121K | 0.36% | 105 |
|
|
2015
Q2 | $162K | Buy |
13,287
+10,128
| +321% | +$123K | 0.13% | 210 |
|
|
2015
Q1 | $41K | Hold |
3,159
| – | – | 0.03% | 439 |
|
|
2014
Q4 | $40K | Hold |
3,159
| – | – | 0.03% | 429 |
|
|
2014
Q3 | $42K | Buy |
3,159
+929
| +42% | +$12.4K | 0.03% | 450 |
|
|
2014
Q2 | $31K | Hold |
2,230
| – | – | 0.02% | 556 |
|
|
2014
Q1 | $31K | Buy |
+2,230
| New | +$31K | 0.02% | 542 |
|