Estate Counselors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-24,480
| Closed | -$314K | – | 56 |
|
|
2014
Q4 | $314K | Buy |
24,480
+1,050
| +4% | +$13.5K | 0.11% | 52 |
|
|
2014
Q3 | $317K | Hold |
23,430
| – | – | 0.12% | 46 |
|
|
2014
Q2 | $329K | Sell |
23,430
-2,550
| -10% | -$35.8K | 0.13% | 44 |
|
|
2014
Q1 | $359K | Hold |
25,980
| – | – | 0.14% | 44 |
|
|
2013
Q4 | $344K | Buy |
25,980
+2,760
| +12% | +$36.5K | 0.15% | 47 |
|
|
2013
Q3 | $293K | Hold |
23,220
| – | – | 0.14% | 48 |
|
|
2013
Q2 | $292K | Buy |
+23,220
| New | +$292K | 0.15% | 52 |
|