Semus Wealth 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 | $203K | Sell |
19,335
-1,963
| -9% | -$20.7K | 0.13% | 106 |
|
|
2025
Q1 | $204K | Sell |
21,298
-4,859
| -19% | -$46.6K | 0.14% | 105 |
|
|
2024
Q4 | $312K | Sell |
26,157
-3,423
| -12% | -$40.9K | 0.21% | 79 |
|
|
2024
Q3 | $344K | Sell |
29,580
-7,842
| -21% | -$91.3K | 0.24% | 81 |
|
|
2024
Q2 | $436K | Sell |
37,422
-6,387
| -15% | -$74.3K | 0.34% | 54 |
|
|
2024
Q1 | $497K | Sell |
43,809
-6,413
| -13% | -$72.8K | 0.42% | 52 |
|
|
2023
Q4 | $520K | Sell |
50,222
-8,819
| -15% | -$91.4K | 0.43% | 50 |
|
|
2023
Q3 | $622K | Sell |
59,041
-258
| -0.4% | -$2.72K | 0.58% | 38 |
|
|
2023
Q2 | $664K | Sell |
59,299
-1,294
| -2% | -$14.5K | 0.61% | 35 |
|
|
2023
Q1 | $637K | Sell |
60,593
-277
| -0.5% | -$2.91K | 0.69% | 34 |
|
|
2022
Q4 | $640K | Buy |
+60,870
| New | +$640K | 0.78% | 31 |
|