CA
CHI

Clearstead Advisors’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Clearstead Advisors’s Portfolio CHI Stock Details CHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$115K Buy
10,922
+320
+3% +$3.37K ﹤0.01% 1021
2025
Q1 		$102K Buy
10,602
+289
+3% +$2.77K ﹤0.01% 990
2024
Q4 		$123K Buy
10,313
+255
+3% +$3.05K ﹤0.01% 968
2024
Q3 		$117K Hold
10,058
– – ﹤0.01% 989
2024
Q2 		$117K Buy
+10,058
New +$117K ﹤0.01% 962