Sunbelt Securities’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,000
| Closed | -$44.8K | – | 1773 |
|
|
2023
Q2 | $44.8K | Hold |
4,000
| – | – | 0.01% | 821 |
|
|
2023
Q1 | $42.4K | Buy |
+4,000
| New | +$42.4K | 0.01% | 791 |
|
|
2020
Q1 | – | Sell |
-22,537
| Closed | -$248K | – | 409 |
|
|
2019
Q4 | $248K | Buy |
22,537
+421
| +2% | +$4.63K | 0.03% | 486 |
|
|
2019
Q3 | $230K | Buy |
+22,116
| New | +$230K | 0.03% | 487 |
|