Harvest Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,389
| Closed | -$19K | – | 151 |
|
|
2020
Q4 | $19K | Hold |
1,389
| – | – | 0.01% | 171 |
|
|
2020
Q3 | $15K | Hold |
1,389
| – | – | 0.01% | 187 |
|
|
2020
Q2 | $14K | Hold |
1,389
| – | – | 0.01% | 182 |
|
|
2020
Q1 | $11K | Hold |
1,389
| – | – | 0.01% | 190 |
|
|
2019
Q4 | $15K | Hold |
1,389
| – | – | 0.01% | 185 |
|
|
2019
Q3 | $14K | Hold |
1,389
| – | – | 0.02% | 202 |
|
|
2019
Q2 | $14K | Hold |
1,389
| – | – | 0.02% | 182 |
|
|
2019
Q1 | $14K | Buy |
+1,389
| New | +$14K | 0.01% | 193 |
|