Visionary Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-10,947
| Closed | -$145K | – | 441 |
|
|
2022
Q1 | $145K | Hold |
10,947
| – | – | 0.01% | 414 |
|
|
2021
Q4 | $165K | Buy |
10,947
+189
| +2% | +$2.85K | 0.01% | 364 |
|
|
2021
Q3 | $161K | Buy |
10,758
+125
| +1% | +$1.87K | 0.02% | 297 |
|
|
2021
Q2 | $161K | Hold |
10,633
| – | – | 0.02% | 324 |
|
|
2021
Q1 | $151K | Buy |
+10,633
| New | +$151K | 0.02% | 312 |
|