San Luis Wealth Advisors’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $142K | Hold |
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|
2025
Q3 | $146K | Hold |
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|
2025
Q2 | $143K | Hold |
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|
2025
Q1 | $130K | Hold |
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|
2024
Q4 | $162K | Buy |
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|
2024
Q3 | $155K | Buy |
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|
2024
Q2 | $154K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $148K | Hold |
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|
2023
Q1 | $139K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $200K | Buy |
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