Integrated Wealth Management’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,384
| Closed | -$14K | – | 354 |
|
|
2016
Q3 | $14K | Hold |
1,384
| – | – | 0.01% | 687 |
|
|
2016
Q2 | $14K | Hold |
1,384
| – | – | 0.01% | 672 |
|
|
2016
Q1 | $13K | Hold |
1,384
| – | – | 0.01% | 641 |
|
|
2015
Q4 | $14K | Hold |
1,384
| – | – | 0.01% | 662 |
|
|
2015
Q3 | $14K | Hold |
1,384
| – | – | 0.01% | 669 |
|
|
2015
Q2 | $17K | Hold |
1,384
| – | – | 0.01% | 649 |
|
|
2015
Q1 | $17K | Buy |
+1,384
| New | +$17K | 0.01% | 613 |
|