Spire Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,800
| Closed | -$19K | – | 2230 |
|
|
2022
Q2 | $19K | Sell |
1,800
-3,495
| -66% | -$36.9K | ﹤0.01% | 1684 |
|
|
2022
Q1 | $70K | Buy |
5,295
+70
| +1% | +$925 | ﹤0.01% | 1313 |
|
|
2021
Q4 | $79K | Sell |
5,225
-1,000
| -16% | -$15.1K | ﹤0.01% | 1511 |
|
|
2021
Q3 | $93K | Sell |
6,225
-6,000
| -49% | -$89.6K | ﹤0.01% | 1218 |
|
|
2021
Q2 | $185K | Buy |
12,225
+6,000
| +96% | +$90.8K | 0.01% | 964 |
|
|
2021
Q1 | $89K | Buy |
+6,225
| New | +$89K | ﹤0.01% | 1444 |
|