EverSource Wealth Advisors’s Calamos Global Dynamic Income Fund CHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.8K | Hold |
2,500
| – | – | ﹤0.01% | 2378 |
|
|
2025
Q1 | $16K | Sell |
2,500
-1,059
| -30% | -$6.77K | ﹤0.01% | 1821 |
|
|
2024
Q4 | $24K | Sell |
3,559
-964
| -21% | -$6.51K | ﹤0.01% | 1526 |
|
|
2024
Q3 | $32.4K | Buy |
4,523
+29
| +0.6% | +$208 | ﹤0.01% | 1254 |
|
|
2024
Q2 | $30.9K | Buy |
4,494
+43
| +1% | +$295 | ﹤0.01% | 1308 |
|
|
2024
Q1 | $28.4K | Buy |
4,451
+62
| +1% | +$395 | ﹤0.01% | 1208 |
|
|
2023
Q4 | $25.3K | Buy |
4,389
+50
| +1% | +$289 | ﹤0.01% | 1136 |
|
|
2023
Q3 | $24K | Buy |
4,339
+31
| +0.7% | +$172 | ﹤0.01% | 1058 |
|
|
2023
Q2 | $25.9K | Hold |
4,308
| – | – | ﹤0.01% | 1050 |
|
|
2023
Q1 | $25.8K | Buy |
4,308
+2,500
| +138% | +$15K | ﹤0.01% | 994 |
|
|
2022
Q4 | $10.1K | Buy |
+1,808
| New | +$10.1K | ﹤0.01% | 1330 |
|