Spire Wealth Management’s Calamos Global Dynamic Income Fund CHW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $33.2K | Hold |
4,660
| – | – | ﹤0.01% | 1346 |
|
2025
Q1 | $29.8K | Hold |
4,660
| – | – | ﹤0.01% | 1482 |
|
2024
Q4 | $31.5K | Sell |
4,660
-5,540
| -54% | -$37.4K | ﹤0.01% | 1458 |
|
2024
Q3 | $73.1K | Hold |
10,200
| – | – | ﹤0.01% | 1014 |
|
2024
Q2 | $70K | Hold |
10,200
| – | – | ﹤0.01% | 1006 |
|
2024
Q1 | $66.4K | Hold |
10,200
| – | – | ﹤0.01% | 1120 |
|
2023
Q4 | $59.1K | Hold |
10,200
| – | – | ﹤0.01% | 1155 |
|
2023
Q3 | $56.5K | Hold |
10,200
| – | – | ﹤0.01% | 1132 |
|
2023
Q2 | $61.4K | Hold |
10,200
| – | – | ﹤0.01% | 1124 |
|
2023
Q1 | $61K | Hold |
10,200
| – | – | ﹤0.01% | 1120 |
|
2022
Q4 | $57K | Hold |
10,200
| – | – | ﹤0.01% | 940 |
|
2022
Q3 | $62K | Hold |
10,200
| – | – | ﹤0.01% | 871 |
|
2022
Q2 | $70K | Hold |
10,200
| – | – | ﹤0.01% | 1163 |
|
2022
Q1 | $91K | Sell |
10,200
-1,150
| -10% | -$10.3K | ﹤0.01% | 1193 |
|
2021
Q4 | $113K | Hold |
11,350
| – | – | ﹤0.01% | 1350 |
|
2021
Q3 | $109K | Hold |
11,350
| – | – | ﹤0.01% | 1164 |
|
2021
Q2 | $124K | Sell |
11,350
-241
| -2% | -$2.63K | ﹤0.01% | 1112 |
|
2021
Q1 | $118K | Buy |
+11,591
| New | +$118K | ﹤0.01% | 1322 |
|