Mission 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
Q1 | – | Sell |
-14,135
| Closed | -$169K | – | 632 |
|
|
2024
Q4 | $169K | Sell |
14,135
-4,150
| -23% | -$49.6K | ﹤0.01% | 605 |
|
|
2024
Q3 | $213K | Sell |
18,285
-7,100
| -28% | -$82.6K | 0.01% | 599 |
|
|
2024
Q2 | $295K | Sell |
25,385
-140
| -0.5% | -$1.63K | 0.01% | 508 |
|
|
2024
Q1 | $290K | Sell |
25,525
-650
| -2% | -$7.38K | 0.01% | 533 |
|
|
2023
Q4 | $271K | Sell |
26,175
-4,600
| -15% | -$47.7K | 0.01% | 468 |
|
|
2023
Q3 | $324K | Sell |
30,775
-1,000
| -3% | -$10.5K | 0.01% | 418 |
|
|
2023
Q2 | $356K | Sell |
31,775
-145
| -0.5% | -$1.62K | 0.01% | 402 |
|
|
2023
Q1 | $336K | Buy |
+31,920
| New | +$336K | 0.01% | 403 |
|