Cape Investment Advisory’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Cape Investment Advisory’s Portfolio CHI Stock Details CHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$4.23K	Hold
2025 Q1	$3.85K	Hold
2024 Q4	$4.8K	Hold
2024 Q3	$4.68K	Hold
2024 Q2	$4.68K	Hold
2024 Q1	$4.56K	Buy
2023 Q4	$2.07K	Hold
2023 Q3	$2.11K	Hold
2023 Q2	$2.24K	Hold
2023 Q1	$2.1K	Buy