PMFA
CHI

Plante Moran Financial Advisors’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Plante Moran Financial Advisors’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
2021
Q2 		– Sell
-8,000
Closed -$114K – 967
2021
Q1 		$114K Buy
+8,000
New +$113K 0.03% 232
2018
Q4 		– Sell
-230
Closed -$3K – 894
2018
Q3 		$3K Buy
230
+3
+1% +$37 ﹤0.01% 639
2018
Q2 		$3K Buy
227
+2
+0.9% +$23 ﹤0.01% 675
2018
Q1 		$2K Buy
+225
New +$2.5K ﹤0.01% 823
2014
Q4 		– Sell
-6,200
Closed -$84K – 813
2014
Q3 		$84K Buy
6,200
+4,200
+210% +$57.9K 0.07% 188
2014
Q2 		$28K Buy
+2,000
New +$27.5K 0.03% 324

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