Connectus Wealth’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.7M | Buy |
149,975
+300
| +0.2% | +$3.41K | 0.05% | 201 |
|
|
2023
Q4 | $1.55M | Hold |
149,675
| – | – | 0.03% | 290 |
|
|
2023
Q3 | $1.58M | Sell |
149,675
-15,975
| -10% | -$168K | 0.04% | 282 |
|
|
2023
Q2 | $1.86M | Buy |
165,650
+5,700
| +4% | +$63.8K | 0.04% | 227 |
|
|
2023
Q1 | $1.68M | Hold |
159,950
| – | – | 0.04% | 237 |
|
|
2022
Q4 | $1.68M | Sell |
159,950
-20,300
| -11% | -$213K | 0.04% | 219 |
|
|
2022
Q3 | $1.74M | Buy |
180,250
+16,750
| +10% | +$162K | 0.04% | 271 |
|
|
2022
Q2 | $1.75M | Buy |
+163,500
| New | +$1.75M | 0.04% | 211 |
|