Kestra Private Wealth 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
Q2 | $207K | Sell |
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|
2025
Q1 | $198K | Buy |
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|
2024
Q4 | $156K | Buy |
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|
2024
Q3 | $142K | Sell |
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|
2024
Q2 | $142K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $176K | Buy |
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|
2023
Q2 | $134K | Buy |
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|
2023
Q1 | $124K | Buy |
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|
2022
Q4 | $116K | Sell |
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|
2022
Q3 | $128K | Buy |
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|
2022
Q2 | $117K | Buy |
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|
2022
Q1 | $141K | Sell |
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|
2021
Q4 | $399K | Buy |
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|
2021
Q3 | $394K | Sell |
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|
2021
Q2 | $507K | Buy |
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|
2021
Q1 | $433K | Buy |
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|
2020
Q4 | $385K | Sell |
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|
2020
Q3 | $374K | Buy |
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