LWMM
CHI

Legacy Wealth Management (Mississippi)’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Legacy Wealth Management (Mississippi)’s Portfolio CHI Stock Details CHI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$241K Buy
22,877
+9,575
+72% +$101K 0.07% 84
2025
Q1 		$128K Sell
13,302
-36,109
-73% -$346K 0.04% 96
2024
Q4 		$590K Buy
+49,411
New +$590K 0.23% 62