Belpointe Asset Management’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Belpointe Asset Management’s Portfolio CHW Stock Details CHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-11,867	Closed	-$71K	–	1052
2023 Q1	$71K	Sell	11,867 -1,647	-12%	-$9.97K	﹤0.01%	1498
2022 Q4	$75.4K	Buy	+13,514	New	+$79K	﹤0.01%	1390
2022 Q3	–	Sell	-15,851	Closed	-$108K	–	1176
2022 Q2	$108K	Hold	15,851	–	–	0.01%	1083
2022 Q1	$140K	Buy	15,851 +800	+5%	+$7.24K	0.01%	1072
2021 Q4	$150K	Sell	15,051 -2,000	-12%	-$20.2K	0.01%	1013
2021 Q3	$163K	Buy	17,051 +406	+2%	+$4.33K	0.01%	946
2021 Q2	$182K	Buy	16,645 +768	+5%	+$8.14K	0.01%	865
2021 Q1	$162K	Sell	15,877 -171,042	-92%	-$1.7M	0.01%	818
2020 Q4	$1.79M	Buy	186,919 +101,125	+118%	+$903K	0.16%	139
2020 Q3	$697K	Buy	85,794 +3,656	+4%	+$29.3K	0.08%	267
2020 Q2	$600K	Sell	82,138 -2,521	-3%	-$16.8K	0.08%	260
2020 Q1	$486K	Sell	84,659 -166,475	-66%	-$1.29M	0.09%	249
2019 Q4	$2.18M	Buy	+251,134	New	+$2.09M	0.28%	91

Other funds holding CHW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Baird Financial Group

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $6.41B AUM 4.78% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

RPO LLC Stamford, Connecticut $24.8M AUM 14.17% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return