MWM
CHI

Mission Wealth Management’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Mission Wealth Management’s Portfolio CHI Stock Details CHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
2024
Q4 		$169K Sell
2024
Q3 		$213K Sell
2024
Q2 		$295K Sell
2024
Q1 		$290K Sell
2023
Q4 		$271K Sell
2023
Q3 		$324K Sell
2023
Q2 		$356K Sell
2023
Q1 		$336K Buy