Institute for 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
Q3 | $668K | Buy |
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|
2025
Q2 | $624K | Buy |
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|
2025
Q1 | $515K | Buy |
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|
2024
Q4 | $625K | Buy |
|
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|
2024
Q3 | $539K | Buy |
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|
2024
Q2 | $524K | Buy |
|
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|
2024
Q1 | $460K | Sell |
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|
2023
Q4 | $477K | Sell |
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|
2023
Q3 | $499K | Buy |
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|
2023
Q2 | $509K | Buy |
|
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|
2023
Q1 | $457K | Buy |
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|
2022
Q4 | $356K | Sell |
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|
2022
Q3 | $327K | Sell |
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|
2022
Q2 | $407K | Sell |
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|
2022
Q1 | $508K | Buy |
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|
2021
Q4 | $564K | Buy |
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|
2021
Q3 | $554K | Buy |
|
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|
2021
Q2 | $502K | Buy |
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|
2021
Q1 | $401K | Buy |
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|
2020
Q4 | $359K | Buy |
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|
2020
Q3 | $253K | Buy |
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|
2020
Q2 | $243K | Buy |
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|
2020
Q1 | $183K | Buy |
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|
2019
Q4 | $228K | Buy |
|
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|
2019
Q3 | $201K | Buy |
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|
2019
Q2 | $154K | Buy |
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|
2019
Q1 | $115K | Buy |
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