Dumont & Blake Investment Advisors’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
Q3 | $327K | Hold |
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|
2025
Q2 | $319K | Hold |
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|
2025
Q1 | $290K | Hold |
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|
2024
Q4 | $362K | Hold |
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|
2024
Q3 | $353K | Sell |
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|
2024
Q2 | $716K | Buy |
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|
2024
Q1 | $352K | Sell |
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|
2023
Q4 | $325K | Hold |
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|
2023
Q3 | $331K | Hold |
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|
2023
Q2 | $351K | Hold |
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|
2023
Q1 | $330K | Buy |
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|
2022
Q4 | $321K | Sell |
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|
2022
Q3 | $303K | Sell |
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|
2022
Q2 | $344K | Hold |
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|
2022
Q1 | $423K | Buy |
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|
2021
Q4 | $468K | Sell |
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|
2021
Q3 | $470K | Sell |
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|
2021
Q2 | $480K | Buy |
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|
2021
Q1 | $441K | Buy |
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|
2020
Q4 | $353K | Hold |
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|
2020
Q3 | $287K | Hold |
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|
2020
Q2 | $277K | Hold |
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|
2020
Q1 | $217K | Sell |
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|
2019
Q4 | $287K | Sell |
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|
2019
Q3 | $290K | Hold |
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|
2019
Q2 | $293K | Sell |
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|
2019
Q1 | $287K | Sell |
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|
2018
Q4 | $258K | Buy |
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|
2018
Q3 | $289K | Hold |
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|
2018
Q2 | $283K | Hold |
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|
2018
Q1 | $266K | Buy |
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|
2017
Q4 | $265K | Sell |
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|
2017
Q3 | $275K | Buy |
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|
2017
Q2 | $249K | Buy |
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|
2017
Q1 | $241K | Buy |
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|
2016
Q4 | $217K | Buy |
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|
2016
Q3 | $216K | Hold |
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|
2016
Q2 | $205K | Hold |
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|
2016
Q1 | $198K | Hold |
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|
2015
Q4 | $207K | Buy |
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