Institute for Wealth Management’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Institute for Wealth Management’s Portfolio CHW Stock Details CHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$213K	Hold	29,300	–	–	0.02%	514
2025 Q4	$217K	Hold	29,300	–	–	0.02%	514
2025 Q3	$221K	Hold	29,300	–	–	0.02%	529
2025 Q2	$209K	Sell	29,300 -1,200	-4%	-$7.88K	0.02%	530
2025 Q1	$195K	Hold	30,500	–	–	0.03%	511
2024 Q4	$206K	Hold	30,500	–	–	0.03%	480
2024 Q3	$219K	Hold	30,500	–	–	0.03%	503
2024 Q2	$209K	Sell	30,500 -423	-1%	-$2.8K	0.03%	468
2024 Q1	$201K	Hold	30,923	–	–	0.03%	487
2023 Q4	$178K	Sell	30,923 -4,940	-14%	-$27.3K	0.03%	470
2023 Q3	$199K	Sell	35,863 -1,381	-4%	-$8.23K	0.04%	437
2023 Q2	$224K	Hold	37,244	–	–	0.04%	421
2023 Q1	$223K	Sell	37,244 -4,340	-10%	-$26.3K	0.04%	409
2022 Q4	$232K	Buy	41,584 +3,040	+8%	+$17.8K	0.05%	400
2022 Q3	$234K	Hold	38,544	–	–	0.05%	386
2022 Q2	$263K	Sell	38,544 -123	-0.3%	-$944	0.05%	426
2022 Q1	$343K	Hold	38,667	–	–	0.06%	385
2021 Q4	$386K	Sell	38,667 -492	-1%	-$4.96K	0.06%	323
2021 Q3	$375K	Hold	39,159	–	–	0.07%	326
2021 Q2	$429K	Sell	39,159 -45	-0.1%	-$477	0.08%	302
2021 Q1	$401K	Sell	39,204 -137	-0.3%	-$1.36K	0.08%	307
2020 Q4	$376K	Sell	39,341 -123	-0.3%	-$1.1K	0.07%	311
2020 Q3	$321K	Hold	39,464	–	–	0.07%	304
2020 Q2	$288K	Sell	39,464 -300	-0.8%	-$2K	0.07%	327
2020 Q1	$228K	Sell	39,764 -2,850	-7%	-$22.1K	0.07%	341
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%	-$44.4K	0.11%	206
2018 Q3	$438K	Buy	48,627 +100	+0.2%	+$909	0.15%	170
2018 Q2	$436K	Sell	48,527 -625	-1%	-$5.72K	0.14%	176
2018 Q1	$452K	Sell	49,152 -90	-0.2%	-$834	0.13%	206
2017 Q4	$444K	Buy	49,242 +2,134	+5%	+$19.4K	0.1%	244
2017 Q3	$423K	Hold	47,108	–	–	0.14%	195
2017 Q2	$401K	Buy	+47,108	New	+$389K	0.11%	260