Caldwell Trust’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.1K | Hold |
1,534
|
|
||||
|
2025
Q1 | $14.7K | Hold |
1,534
|
|
||||
|
2024
Q4 | $18.3K | Hold |
1,534
|
|
||||
|
2024
Q3 | $17.9K | Hold |
1,534
|
|
||||
|
2024
Q2 | $17.9K | Hold |
1,534
|
|
||||
|
2024
Q1 | $17.4K | Hold |
1,534
|
|
||||
|
2023
Q4 | $15.9K | Hold |
1,534
|
|
||||
|
2023
Q3 | $16.2K | Hold |
1,534
|
|
||||
|
2023
Q2 | $17.2K | Hold |
1,534
|
|
||||
|
2023
Q1 | $16.1K | Hold |
1,534
|
|
||||
|
2022
Q4 | $16.1K | Hold |
1,534
|
|
||||
|
2022
Q3 | $14.8K | Hold |
1,534
|
|
||||
|
2022
Q2 | $16.4K | Hold |
1,534
|
|
||||
|
2022
Q1 | $20.3K | Hold |
1,534
|
|
||||
|
2021
Q4 | $23.2K | Hold |
1,534
|
|
||||
|
2021
Q3 | $23K | Hold |
1,534
|
|
||||
|
2021
Q2 | $23.3K | Hold |
1,534
|
|
||||
|
2021
Q1 | $21.8K | Hold |
1,534
|
|
||||
|
2020
Q4 | $20.8K | Hold |
1,534
|
|
||||
|
2020
Q3 | $16.9K | Hold |
1,534
|
|
||||
|
2020
Q2 | $16.3K | Hold |
1,534
|
|
||||
|
2020
Q1 | $12.8K | Hold |
1,534
|
|
||||
|
2019
Q4 | $16.9K | Buy |
+1,534
|
|