ORG Partners’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 | $15.8K | Hold |
1,500
| – | – | ﹤0.01% | 813 |
|
|
2025
Q1 | $14.6K | Hold |
1,500
| – | – | ﹤0.01% | 743 |
|
|
2024
Q4 | $17.9K | Buy |
+1,500
| New | +$17.9K | ﹤0.01% | 771 |
|
|
2024
Q3 | – | Sell |
-3,841
| Closed | -$44.8K | – | 1199 |
|
|
2024
Q2 | $44.8K | Hold |
3,841
| – | – | 0.01% | 825 |
|
|
2024
Q1 | $42.9K | Buy |
+3,841
| New | +$42.9K | 0.08% | 148 |
|
|
2023
Q4 | – | Sell |
-3,516
| Closed | -$37.1K | – | 1165 |
|
|
2023
Q3 | $37.1K | Sell |
3,516
-825
| -19% | -$8.7K | 0.01% | 574 |
|
|
2023
Q2 | $49.3K | Buy |
+4,341
| New | +$49.3K | 0.01% | 664 |
|