Gray Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $426K | Hold |
35,661
| – | – | 0.16% | 78 |
|
|
2024
Q3 | $415K | Buy |
35,661
+8,361
| +31% | +$97.3K | 0.16% | 79 |
|
|
2024
Q2 | $318K | Buy |
27,300
+15,964
| +141% | +$186K | 0.14% | 89 |
|
|
2024
Q1 | $129K | Buy |
11,336
+110
| +1% | +$1.25K | 0.06% | 136 |
|
|
2023
Q4 | $116K | Buy |
11,226
+112
| +1% | +$1.16K | 0.06% | 129 |
|
|
2023
Q3 | $117K | Buy |
+11,114
| New | +$117K | 0.06% | 131 |
|