Wealth Enhancement Advisory Services’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 | $626K | Buy |
59,210
+1,896
| +3% | +$20.1K | ﹤0.01% | 2039 |
|
|
2025
Q1 | $550K | Buy |
57,314
+14,764
| +35% | +$142K | ﹤0.01% | 1978 |
|
|
2024
Q4 | $508K | Sell |
42,550
-6,200
| -13% | -$74K | ﹤0.01% | 1964 |
|
|
2024
Q3 | $567K | Buy |
48,750
+4,570
| +10% | +$53.2K | ﹤0.01% | 1737 |
|
|
2024
Q2 | $514K | Sell |
44,180
-210
| -0.5% | -$2.44K | ﹤0.01% | 1632 |
|
|
2024
Q1 | $504K | Buy |
44,390
+2,760
| +7% | +$31.3K | ﹤0.01% | 1583 |
|
|
2023
Q4 | $431K | Sell |
41,630
-1,554
| -4% | -$16.1K | ﹤0.01% | 1602 |
|
|
2023
Q3 | $455K | Buy |
+43,184
| New | +$455K | ﹤0.01% | 1480 |
|