Clarus Wealth Advisors’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-3,158
| Closed | -$33K | – | 206 |
|
|
2019
Q2 | $33K | Hold |
3,158
| – | – | 0.02% | 313 |
|
|
2019
Q1 | $32K | Hold |
3,158
| – | – | 0.02% | 349 |
|
|
2018
Q4 | $28K | Hold |
3,158
| – | – | 0.04% | 342 |
|
|
2018
Q3 | $38K | Hold |
3,158
| – | – | 0.02% | 334 |
|
|
2018
Q2 | $35K | Buy |
+3,158
| New | +$35K | 0.03% | 336 |
|