Wealth Effects’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $178K | Sell |
16,932
-921
| -5% | -$9.69K | 0.07% | 192 |
|
|
2025
Q1 | $171K | Sell |
17,853
-329
| -2% | -$3.16K | 0.07% | 185 |
|
|
2024
Q4 | $217K | Buy |
18,182
+63
| +0.3% | +$752 | 0.08% | 193 |
|
|
2024
Q3 | $211K | Buy |
18,119
+1,063
| +6% | +$12.4K | 0.07% | 192 |
|
|
2024
Q2 | $199K | Sell |
17,056
-3,071
| -15% | -$35.7K | 0.07% | 190 |
|
|
2024
Q1 | $228K | Buy |
20,127
+41
| +0.2% | +$465 | 0.08% | 184 |
|
|
2023
Q4 | $208K | Sell |
20,086
-4,172
| -17% | -$43.2K | 0.08% | 201 |
|
|
2023
Q3 | $256K | Sell |
24,258
-440
| -2% | -$4.64K | 0.13% | 144 |
|
|
2023
Q2 | $277K | Sell |
24,698
-2,240
| -8% | -$25.1K | 0.12% | 143 |
|
|
2023
Q1 | $283K | Sell |
26,938
-246
| -0.9% | -$2.59K | 0.15% | 140 |
|
|
2022
Q4 | $286K | Sell |
27,184
-44
| -0.2% | -$462 | 0.16% | 138 |
|
|
2022
Q3 | $263K | Sell |
27,228
-950
| -3% | -$9.18K | 0.16% | 128 |
|
|
2022
Q2 | $302K | Buy |
28,178
+48
| +0.2% | +$514 | 0.18% | 120 |
|
|
2022
Q1 | $372K | Buy |
28,130
+40
| +0.1% | +$529 | 0.17% | 116 |
|
|
2021
Q4 | $424K | Buy |
+28,090
| New | +$424K | 0.18% | 114 |
|