GWP
CHI

Gateway Wealth Partners’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Gateway Wealth Partners’s Portfolio CHI Stock Details CHI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-12,793
Closed -$149K – 274
2024
Q2 		$149K Sell
12,793
-4,843
-27% -$56.4K 0.05% 259
2024
Q1 		$200K Sell
17,636
-3,625
-17% -$41.1K 0.07% 231
2023
Q4 		$220K Buy
+21,261
New +$220K 0.09% 204