Gen-Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.1K | Hold |
2,575
| – | – | 0.01% | 388 |
|
|
2025
Q1 | $24.7K | Sell |
2,575
-319
| -11% | -$3.06K | 0.01% | 392 |
|
|
2024
Q4 | $34.6K | Sell |
2,894
-670
| -19% | -$8K | 0.01% | 391 |
|
|
2024
Q3 | $41.4K | Sell |
3,564
-3,476
| -49% | -$40.4K | 0.02% | 387 |
|
|
2024
Q2 | $81.9K | Hold |
7,040
| – | – | 0.04% | 311 |
|
|
2024
Q1 | $79.9K | Buy |
+7,040
| New | +$79.9K | 0.04% | 328 |
|