Financial Advocates Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $280K | Buy |
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|
2025
Q1 | $245K | Sell |
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|
2024
Q4 | $314K | Buy |
|
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|
2024
Q3 | $294K | Buy |
|
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|
2024
Q2 | $267K | Buy |
|
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|
2024
Q1 | $258K | Buy |
|
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|
2023
Q4 | $234K | Buy |
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|
2023
Q3 | $237K | Buy |
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|
2023
Q2 | $248K | Buy |
|
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|
2022
Q4 | – | Sell |
|
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|
2022
Q3 | $104K | Sell |
|
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|
2022
Q2 | $136K | Buy |
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|
2022
Q1 | $168K | Sell |
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|
2021
Q4 | $314K | Sell |
|
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|
2021
Q3 | $385K | Buy |
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|
2021
Q2 | $313K | Buy |
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|
2021
Q1 | $278K | Buy |
|