Stratos Wealth Partners’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
Q3 | $326K | Buy |
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|
2025
Q2 | $305K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $279K | Sell |
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|
2022
Q1 | $370K | Buy |
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|
2021
Q4 | $411K | Sell |
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|
2021
Q3 | $413K | Buy |
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|
2021
Q2 | $385K | Sell |
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|
2021
Q1 | $368K | Buy |
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|
2020
Q4 | $327K | Buy |
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|
2020
Q3 | $224K | Buy |
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|
2020
Q2 | $207K | Buy |
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|
2020
Q1 | $130K | Buy |
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|
2019
Q4 | $160K | Buy |
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|
2019
Q3 | $110K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $61K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $103K | Sell |
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|
2017
Q4 | $159K | Hold |
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|
2017
Q3 | $164K | Hold |
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|
2017
Q2 | $160K | Sell |
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|
2017
Q1 | $161K | Sell |
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|
2016
Q4 | $148K | Sell |
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|
2016
Q3 | $152K | Buy |
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|
2016
Q2 | $140K | Buy |
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|
2016
Q1 | $133K | Buy |
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|
2015
Q4 | $130K | Buy |
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|
2015
Q3 | $109K | Buy |
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|
2015
Q2 | $124K | Buy |
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