Concourse Financial Group Securities’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $44.4K | Hold |
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|
2024
Q3 | $45.1K | Hold |
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|
2024
Q2 | $45.1K | Hold |
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|
2024
Q1 | $44K | Buy |
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|
2023
Q4 | $32.8K | Hold |
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|
2023
Q3 | $33K | Hold |
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|
2023
Q2 | $35.1K | Buy |
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|
2023
Q1 | $29.5K | Hold |
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|
2022
Q4 | $29.7K | Hold |
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|
2022
Q3 | $27K | Buy |
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|
2022
Q2 | – | Hold |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $95K | Buy |
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|
2021
Q3 | $92K | Buy |
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|
2021
Q2 | $92K | Buy |
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|
2021
Q1 | $86K | Buy |
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|
2020
Q4 | $82K | Buy |
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|
2020
Q3 | $65K | Buy |
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|
2020
Q2 | $63K | Sell |
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|
2020
Q1 | $161K | Buy |
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|
2019
Q4 | $200K | Buy |
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|
2019
Q3 | $56K | Sell |
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|
2019
Q2 | $190K | Sell |
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|
2019
Q1 | $184K | Buy |
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|
2018
Q4 | $152K | Buy |
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|
2018
Q3 | – | Hold |
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