Founders Financial Alliance’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 | $306K | Buy |
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|
2025
Q2 | $297K | Buy |
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|
2025
Q1 | $264K | Sell |
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|
2024
Q4 | $331K | Sell |
|
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|
2024
Q3 | $324K | Sell |
|
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|
2024
Q2 | $340K | Sell |
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|
2024
Q1 | $362K | Buy |
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|
2023
Q4 | $328K | Sell |
|
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|
2023
Q3 | $361K | Buy |
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|
2023
Q2 | $381K | Buy |
|
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|
2023
Q1 | $356K | Sell |
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|
2022
Q4 | $357K | Buy |
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|
2022
Q3 | $327K | Sell |
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|
2022
Q2 | $379K | Buy |
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|
2022
Q1 | $447K | Buy |
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|
2021
Q4 | $509K | Buy |
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|
2021
Q3 | $497K | Buy |
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|
2021
Q2 | $503K | Buy |
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|
2021
Q1 | $484K | Buy |
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|
2020
Q4 | $448K | Buy |
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|
2020
Q3 | $363K | Buy |
|