Institute for Wealth Management’s Calamos Global Dynamic Income Fund CHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $221K | Hold |
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|
2025
Q2 | $209K | Sell |
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|
2025
Q1 | $195K | Hold |
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|
2024
Q4 | $206K | Hold |
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|
2024
Q3 | $219K | Hold |
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|
2024
Q2 | $209K | Sell |
|
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|
2024
Q1 | $201K | Hold |
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|
2023
Q4 | $178K | Sell |
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|
2023
Q3 | $199K | Sell |
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|
2023
Q2 | $224K | Hold |
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|
2023
Q1 | $223K | Sell |
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|
2022
Q4 | $232K | Buy |
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|
2022
Q3 | $234K | Hold |
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|
2022
Q2 | $263K | Sell |
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|
2022
Q1 | $343K | Hold |
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|
2021
Q4 | $386K | Sell |
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|
2021
Q3 | $375K | Hold |
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|
2021
Q2 | $429K | Sell |
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|
2021
Q1 | $401K | Sell |
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|
2020
Q4 | $376K | Sell |
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|
2020
Q3 | $321K | Hold |
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|
2020
Q2 | $288K | Sell |
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|
2020
Q1 | $228K | Sell |
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|
2019
Q4 | $370K | Hold |
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|
2019
Q3 | $333K | Hold |
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|
2019
Q2 | $345K | Sell |
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|
2019
Q1 | $342K | Hold |
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|
2018
Q4 | $280K | Sell |
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|
2018
Q3 | $438K | Buy |
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|
2018
Q2 | $436K | Sell |
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|
2018
Q1 | $452K | Sell |
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|
2017
Q4 | $444K | Buy |
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|
2017
Q3 | $423K | Hold |
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|
2017
Q2 | $401K | Buy |
|