IHT Wealth Management’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $428K | Hold |
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|
2025
Q1 | $390K | Hold |
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|
2024
Q4 | $486K | Buy |
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|
2024
Q3 | $451K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $153K | Buy |
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|
2023
Q1 | $143K | Buy |
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|
2022
Q4 | $143K | Buy |
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|
2022
Q3 | $131K | Sell |
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|
2022
Q2 | $148K | Buy |
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|
2022
Q1 | $181K | Buy |
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|
2021
Q4 | $174K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $15K | Sell |
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|
2017
Q4 | $25K | Buy |
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|
2017
Q3 | $10K | Hold |
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|
2017
Q2 | $36 | Hold |
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|
2017
Q1 | $10K | Hold |
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|
2016
Q4 | $9K | Buy |
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