PG
CHI

Patten Group’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Patten Group’s Portfolio CHI Stock Details CHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$455K Hold
43,243
– – 0.1% 184
2025
Q1 		$415K Sell
43,243
-14,010
-24% -$134K 0.1% 195
2024
Q4 		$684K Sell
57,253
-825
-1% -$9.85K 0.15% 158
2024
Q3 		$676K Hold
58,078
– – 0.15% 158
2024
Q2 		$676K Buy
+58,078
New +$676K 0.16% 150