IHT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $428K | Hold |
40,680
| – | – | 0.01% | 754 |
|
|
2025
Q1 | $390K | Hold |
40,680
| – | – | 0.01% | 755 |
|
|
2024
Q4 | $486K | Buy |
40,680
+1,900
| +5% | +$22.7K | 0.02% | 691 |
|
|
2024
Q3 | $451K | Buy |
+38,780
| New | +$451K | 0.01% | 751 |
|
|
2023
Q3 | – | Sell |
-13,647
| Closed | -$153K | – | 970 |
|
|
2023
Q2 | $153K | Buy |
13,647
+37
| +0.3% | +$414 | 0.01% | 906 |
|
|
2023
Q1 | $143K | Buy |
13,610
+35
| +0.3% | +$368 | 0.01% | 885 |
|
|
2022
Q4 | $143K | Buy |
13,575
+35
| +0.3% | +$368 | 0.01% | 847 |
|
|
2022
Q3 | $131K | Sell |
13,540
-222
| -2% | -$2.15K | 0.01% | 809 |
|
|
2022
Q2 | $148K | Buy |
13,762
+31
| +0.2% | +$333 | 0.01% | 682 |
|
|
2022
Q1 | $181K | Buy |
13,731
+2,225
| +19% | +$29.3K | 0.01% | 719 |
|
|
2021
Q4 | $174K | Buy |
+11,506
| New | +$174K | 0.01% | 760 |
|
|
2018
Q2 | – | Sell |
-1,400
| Closed | -$15K | – | 571 |
|
|
2018
Q1 | $15K | Sell |
1,400
-876
| -38% | -$9.39K | ﹤0.01% | 1058 |
|
|
2017
Q4 | $25K | Buy |
2,276
+1,400
| +160% | +$15.4K | 0.01% | 915 |
|
|
2017
Q3 | $10K | Hold |
876
| – | – | ﹤0.01% | 961 |
|
|
2017
Q2 | $36 | Hold |
876
| – | – | 0.02% | 598 |
|
|
2017
Q1 | $10K | Hold |
876
| – | – | 0.01% | 833 |
|
|
2016
Q4 | $9K | Buy |
+876
| New | +$9K | 0.01% | 814 |
|