Beacon Pointe Advisors’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 | $136K | Buy |
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|
2025
Q1 | $121K | Buy |
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|
2024
Q4 | $148K | Sell |
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|
2024
Q3 | $147K | Buy |
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|
2024
Q2 | $145K | Sell |
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|
2024
Q1 | $722K | Buy |
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|
2023
Q4 | $600K | Sell |
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|
2023
Q3 | $636K | Buy |
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|
2023
Q2 | $632K | Buy |
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|
2023
Q1 | $547K | Sell |
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|
2022
Q4 | $608K | Sell |
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|
2022
Q3 | $1.15M | Sell |
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|
2022
Q2 | $1.28M | Buy |
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