Endurance Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $17K | Hold |
1,500
| – | – | ﹤0.01% | 445 |
|
|
2023
Q1 | $16K | Hold |
1,500
| – | – | ﹤0.01% | 458 |
|
|
2022
Q4 | $16K | Hold |
1,500
| – | – | ﹤0.01% | 433 |
|
|
2022
Q3 | $14K | Hold |
1,500
| – | – | ﹤0.01% | 443 |
|
|
2022
Q2 | $16K | Hold |
1,500
| – | – | ﹤0.01% | 437 |
|
|
2022
Q1 | $20K | Sell |
1,500
-1,000
| -40% | -$13.3K | ﹤0.01% | 441 |
|
|
2021
Q4 | $38K | Hold |
2,500
| – | – | ﹤0.01% | 378 |
|
|
2021
Q3 | $37K | Hold |
2,500
| – | – | ﹤0.01% | 382 |
|
|
2021
Q2 | $37K | Hold |
2,500
| – | – | ﹤0.01% | 389 |
|
|
2021
Q1 | $36K | Hold |
2,500
| – | – | ﹤0.01% | 388 |
|
|
2020
Q4 | $34K | Hold |
2,500
| – | – | ﹤0.01% | 365 |
|
|
2020
Q3 | $28K | Hold |
2,500
| – | – | ﹤0.01% | 360 |
|
|
2020
Q2 | $27K | Hold |
2,500
| – | – | ﹤0.01% | 368 |
|
|
2020
Q1 | $21K | Buy |
+2,500
| New | +$21K | ﹤0.01% | 359 |
|