EP Wealth 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
Q2 | $300K | Sell |
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|
2025
Q1 | $281K | Hold |
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|
2024
Q4 | $350K | Hold |
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|
2024
Q3 | $341K | Buy |
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|
2024
Q2 | $190K | Buy |
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|
2024
Q1 | $176K | Hold |
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|
2023
Q4 | $161K | Hold |
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|
2023
Q3 | $163K | Sell |
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|
2023
Q2 | $174K | Buy |
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|
2023
Q1 | $1.01M | Sell |
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|
2022
Q4 | $126K | Hold |
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|
2022
Q3 | $116K | Hold |
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|
2022
Q2 | $129K | Hold |
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|
2022
Q1 | $159K | Buy |
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