TWPM
CHI

Total Wealth Planning & Management’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Total Wealth Planning & Management’s Portfolio CHI Stock Details CHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$796K Hold
75,684
– – 0.64% 41
2025
Q1 		$726K Buy
75,684
+35
+0% +$336 0.69% 37
2024
Q4 		$903K Buy
+75,649
New +$903K 0.82% 25