Wealth Effects’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 | $194K | Buy |
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|
2025
Q2 | $178K | Sell |
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|
2025
Q1 | $171K | Sell |
|
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|
2024
Q4 | $217K | Buy |
|
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|
2024
Q3 | $211K | Buy |
|
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|
2024
Q2 | $199K | Sell |
|
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|
2024
Q1 | $228K | Buy |
|
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|
2023
Q4 | $208K | Sell |
|
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|
2023
Q3 | $256K | Sell |
|
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|
2023
Q2 | $277K | Sell |
|
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|
2023
Q1 | $283K | Sell |
|
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|
2022
Q4 | $286K | Sell |
|
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|
2022
Q3 | $263K | Sell |
|
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|
2022
Q2 | $302K | Buy |
|
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|
2022
Q1 | $372K | Buy |
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|
2021
Q4 | $424K | Buy |
|