Laird Norton Wetherby Wealth Management’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-15,594
| Closed | -$168K | – | 883 |
|
|
2022
Q2 | $168K | Sell |
15,594
-10,603
| -40% | -$114K | 0.01% | 830 |
|
|
2022
Q1 | $346K | Buy |
26,197
+4,797
| +22% | +$63.4K | 0.02% | 662 |
|
|
2021
Q4 | $323K | Hold |
21,400
| – | – | 0.02% | 683 |
|
|
2021
Q3 | $320K | Hold |
21,400
| – | – | 0.02% | 672 |
|
|
2021
Q2 | $325K | Buy |
+21,400
| New | +$325K | 0.02% | 673 |
|
|
2021
Q1 | – | Sell |
-23,000
| Closed | -$311K | – | 795 |
|
|
2020
Q4 | $311K | Buy |
+23,000
| New | +$311K | 0.02% | 645 |
|