IFP Advisors’s Calamos Global Dynamic Income Fund CHW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $20.9K | Buy |
2,926
+66
| +2% | +$471 | ﹤0.01% | 2526 |
|
2025
Q1 | $18.3K | Buy |
2,860
+63
| +2% | +$403 | ﹤0.01% | 2324 |
|
2024
Q4 | $18.9K | Buy |
2,797
+58
| +2% | +$392 | ﹤0.01% | 2274 |
|
2024
Q3 | $19.6K | Buy |
2,739
+59
| +2% | +$423 | ﹤0.01% | 2157 |
|
2024
Q2 | $18.4K | Buy |
2,680
+59
| +2% | +$405 | ﹤0.01% | 2125 |
|
2024
Q1 | $17.1K | Buy |
2,621
+64
| +3% | +$417 | ﹤0.01% | 2046 |
|
2023
Q4 | $14.8K | Buy |
2,557
+68
| +3% | +$392 | ﹤0.01% | 2037 |
|
2023
Q3 | $13.8K | Buy |
2,489
+61
| +3% | +$338 | ﹤0.01% | 2119 |
|
2023
Q2 | $14.6K | Buy |
2,428
+60
| +3% | +$361 | ﹤0.01% | 2157 |
|
2023
Q1 | $21.6K | Sell |
2,368
-2,185
| -48% | -$19.9K | ﹤0.01% | 1986 |
|
2022
Q4 | $41K | Buy |
4,553
+59
| +1% | +$531 | ﹤0.01% | 2362 |
|
2022
Q3 | $41K | Buy |
4,494
+65
| +1% | +$593 | ﹤0.01% | 2521 |
|
2022
Q2 | $40K | Hold |
4,429
| – | – | ﹤0.01% | 2313 |
|
2022
Q1 | $40K | Buy |
+4,429
| New | +$40K | ﹤0.01% | 2313 |
|
2019
Q1 | – | Sell |
-3,635
| Closed | -$23K | – | 2507 |
|
2018
Q4 | $23K | Buy |
+3,635
| New | +$23K | ﹤0.01% | 2017 |
|
2018
Q3 | – | Sell |
-1,000
| Closed | -$9K | – | 3794 |
|
2018
Q2 | $9K | Hold |
1,000
| – | – | ﹤0.01% | 2905 |
|
2018
Q1 | $9K | Hold |
1,000
| – | – | ﹤0.01% | 2832 |
|
2017
Q4 | $9K | Sell |
1,000
-1,624
| -62% | -$14.6K | ﹤0.01% | 2829 |
|
2017
Q3 | $24K | Sell |
2,624
-1,200
| -31% | -$11K | ﹤0.01% | 2445 |
|
2017
Q2 | $33K | Hold |
3,824
| – | – | ﹤0.01% | 2229 |
|
2017
Q1 | $30K | Sell |
3,824
-1,400
| -27% | -$11K | ﹤0.01% | 2212 |
|
2016
Q4 | $36K | Hold |
5,224
| – | – | ﹤0.01% | 2056 |
|
2016
Q3 | $39K | Hold |
5,224
| – | – | ﹤0.01% | 1957 |
|
2016
Q2 | $37K | Buy |
+5,224
| New | +$37K | ﹤0.01% | 1942 |
|
2016
Q1 | – | Sell |
-6,129
| Closed | -$44K | – | 2521 |
|
2015
Q4 | $44K | Buy |
+6,129
| New | +$44K | ﹤0.01% | 1681 |
|