Kestra Advisory Services’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 | – | Sell |
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|
2025
Q2 | $186K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $192K | Sell |
|
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|
2024
Q2 | $297K | Buy |
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|
2024
Q1 | $173K | Buy |
|
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|
2023
Q4 | $118K | Sell |
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|
2023
Q3 | $122K | Sell |
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|
2023
Q2 | $299K | Buy |
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|
2023
Q1 | $162K | Sell |
|
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|
2022
Q4 | $173K | Sell |
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|
2022
Q3 | $162K | Sell |
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|
2022
Q2 | $247K | Buy |
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|
2022
Q1 | $235K | Buy |
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|
2021
Q4 | $186K | Sell |
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|
2021
Q3 | $670K | Sell |
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|
2021
Q2 | $685K | Buy |
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|
2021
Q1 | $340K | Sell |
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|
2020
Q4 | $552K | Buy |
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|
2020
Q3 | $319K | Buy |
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