Steward Partners Investment Advisory’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
Q2 | $217K | Buy |
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|
2025
Q1 | $198K | Sell |
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|
2024
Q4 | $435K | Sell |
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|
2024
Q3 | $447K | Buy |
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|
2024
Q2 | $422K | Buy |
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|
2024
Q1 | $310K | Sell |
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|
2023
Q4 | $344K | Buy |
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|
2023
Q3 | $333K | Buy |
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|
2023
Q2 | $352K | Sell |
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|
2023
Q1 | $345K | Buy |
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|
2022
Q4 | $341K | Buy |
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|
2022
Q3 | $270K | Buy |
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|
2022
Q2 | $281K | Sell |
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|
2022
Q1 | $376K | Buy |
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|
2021
Q4 | $326K | Buy |
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|
2021
Q3 | $150K | Sell |
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|
2021
Q2 | $153K | Sell |
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|
2021
Q1 | $168K | Buy |
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|
2020
Q4 | $134K | Buy |
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|
2020
Q3 | $109K | Buy |
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|
2020
Q2 | $95K | Sell |
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|
2020
Q1 | $111K | Buy |
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|
2019
Q4 | $96K | Buy |
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|
2019
Q3 | $47K | Buy |
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|
2019
Q2 | $42K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $43K | Buy |
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|
2018
Q2 | $7K | Buy |
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|
2018
Q1 | $5K | Buy |
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