KPWG
CHI

KFA Private Wealth Group’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

KFA Private Wealth Group’s Portfolio CHI Stock Details CHI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.02M Sell
97,282
-696
-0.7% -$7.32K 0.32% 44
2025
Q1 		$940K Buy
97,978
+63,129
+181% +$605K 0.33% 39
2024
Q4 		$416K Buy
+34,849
New +$416K 0.17% 56