Melfa Wealth Management’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $124K | Hold |
11,819
| – | – | 0.08% | 192 |
|
|
2025
Q1 | $113K | Sell |
11,819
-2,088
| -15% | -$20K | 0.08% | 191 |
|
|
2024
Q4 | $166K | Sell |
13,907
-86
| -0.6% | -$1.03K | 0.11% | 176 |
|
|
2024
Q3 | $163K | Hold |
13,993
| – | – | 0.11% | 180 |
|
|
2024
Q2 | $163K | Hold |
13,993
| – | – | 0.11% | 174 |
|
|
2024
Q1 | $159K | Buy |
13,993
+70
| +0.5% | +$794 | 0.11% | 168 |
|
|
2023
Q4 | $144K | Buy |
13,923
+73
| +0.5% | +$756 | 0.14% | 124 |
|
|
2023
Q3 | $146K | Buy |
13,850
+67
| +0.5% | +$706 | 0.16% | 115 |
|
|
2023
Q2 | $154K | Buy |
13,783
+66
| +0.5% | +$739 | 0.16% | 117 |
|
|
2023
Q1 | $144K | Buy |
13,717
+60
| +0.4% | +$631 | 0.14% | 119 |
|
|
2022
Q4 | $144K | Buy |
+13,657
| New | +$144K | 0.15% | 116 |
|