BCWM
CHI

Bartlett & Co Wealth Management’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Bartlett & Co Wealth Management’s Portfolio CHI Stock Details CHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,000
Closed -$10.7K – 1146
2023
Q4 		$10.7K Buy
+1,000
New +$10.7K ﹤0.01% 989