CRWM
CHI

Castle Rock Wealth Management’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Castle Rock 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
2018
Q3 		– Sell
-29,057
Closed -$343K – 117
2018
Q2 		$343K Buy
+29,057
New +$343K 0.47% 83
2018
Q1 		– Sell
-22,669
Closed -$254K – 105
2017
Q4 		$254K Buy
+22,669
New +$254K 0.49% 78