IFWM
CHW
Institute for Wealth Management’s Calamos Global Dynamic Income Fund CHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Sell |
29,300
-1,200
| -4% | -$8.56K | 0.02% | 529 |
|
|
2025
Q1 | $195K | Hold |
30,500
| – | – | 0.03% | 510 |
|
|
2024
Q4 | $206K | Hold |
30,500
| – | – | 0.03% | 478 |
|
|
2024
Q3 | $219K | Hold |
30,500
| – | – | 0.03% | 503 |
|
|
2024
Q2 | $209K | Sell |
30,500
-423
| -1% | -$2.9K | 0.03% | 468 |
|
|
2024
Q1 | $201K | Hold |
30,923
| – | – | 0.03% | 483 |
|
|
2023
Q4 | $178K | Sell |
30,923
-4,940
| -14% | -$28.5K | 0.03% | 466 |
|
|
2023
Q3 | $199K | Sell |
35,863
-1,381
| -4% | -$7.65K | 0.04% | 431 |
|
|
2023
Q2 | $224K | Hold |
37,244
| – | – | 0.04% | 414 |
|
|
2023
Q1 | $223K | Sell |
37,244
-4,340
| -10% | -$26K | 0.04% | 404 |
|
|
2022
Q4 | $232K | Buy |
41,584
+3,040
| +8% | +$17K | 0.05% | 394 |
|
|
2022
Q3 | $234K | Hold |
38,544
| – | – | 0.05% | 385 |
|
|
2022
Q2 | $263K | Sell |
38,544
-123
| -0.3% | -$839 | 0.05% | 424 |
|
|
2022
Q1 | $343K | Hold |
38,667
| – | – | 0.06% | 381 |
|
|
2021
Q4 | $386K | Sell |
38,667
-492
| -1% | -$4.91K | 0.06% | 323 |
|
|
2021
Q3 | $375K | Hold |
39,159
| – | – | 0.07% | 324 |
|
|
2021
Q2 | $429K | Sell |
39,159
-45
| -0.1% | -$493 | 0.08% | 302 |
|
|
2021
Q1 | $401K | Sell |
39,204
-137
| -0.3% | -$1.4K | 0.08% | 305 |
|
|
2020
Q4 | $376K | Sell |
39,341
-123
| -0.3% | -$1.18K | 0.07% | 306 |
|
|
2020
Q3 | $321K | Hold |
39,464
| – | – | 0.07% | 300 |
|
|
2020
Q2 | $288K | Sell |
39,464
-300
| -0.8% | -$2.19K | 0.07% | 327 |
|
|
2020
Q1 | $228K | Sell |
39,764
-2,850
| -7% | -$16.3K | 0.07% | 336 |
|
|
2019
Q4 | $370K | Hold |
42,614
| – | – | 0.08% | 304 |
|
|
2019
Q3 | $333K | Hold |
42,614
| – | – | 0.08% | 308 |
|
|
2019
Q2 | $345K | Sell |
42,614
-135
| -0.3% | -$1.09K | 0.08% | 322 |
|
|
2019
Q1 | $342K | Hold |
42,749
| – | – | 0.07% | 308 |
|
|
2018
Q4 | $280K | Sell |
42,749
-5,878
| -12% | -$38.5K | 0.11% | 206 |
|
|
2018
Q3 | $438K | Buy |
48,627
+100
| +0.2% | +$901 | 0.15% | 170 |
|
|
2018
Q2 | $436K | Sell |
48,527
-625
| -1% | -$5.62K | 0.14% | 176 |
|
|
2018
Q1 | $452K | Sell |
49,152
-90
| -0.2% | -$828 | 0.13% | 206 |
|
|
2017
Q4 | $444K | Buy |
49,242
+2,134
| +5% | +$19.2K | 0.1% | 244 |
|
|
2017
Q3 | $423K | Hold |
47,108
| – | – | 0.14% | 195 |
|
|
2017
Q2 | $401K | Buy |
+47,108
| New | +$401K | 0.11% | 260 |
|