Envestnet Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $185K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $313K | Sell |
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|
2022
Q1 | $411K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $581K | Buy |
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|
2019
Q2 | $582K | Buy |
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|
2019
Q1 | $462K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $9K | Buy |
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|
2018
Q1 | $4K | Hold |
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|
2017
Q4 | $4K | Buy |
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|
2017
Q3 | $1K | Sell |
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|
2017
Q2 | $4K | Sell |
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|
2017
Q1 | $14K | Buy |
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|
2016
Q4 | $2K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $13K | Sell |
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|
2015
Q3 | $13K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $43K | Buy |
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|
2014
Q3 | $7K | Sell |
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|
2014
Q2 | $38K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $15K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $7K | Buy |
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