Wealthcare Advisory Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-300
| Closed | -$4K | – | 772 |
|
|
2021
Q1 | $4K | Buy |
+300
| New | +$4K | ﹤0.01% | 1691 |
|
|
2020
Q2 | – | Sell |
-302
| Closed | -$3K | – | 478 |
|
|
2020
Q1 | $3K | Sell |
302
-272
| -47% | -$2.7K | ﹤0.01% | 1214 |
|
|
2019
Q4 | $6K | Hold |
574
| – | – | ﹤0.01% | 1057 |
|
|
2019
Q3 | $6K | Sell |
574
-372
| -39% | -$3.89K | ﹤0.01% | 1023 |
|
|
2019
Q2 | $10K | Buy |
946
+646
| +215% | +$6.83K | ﹤0.01% | 897 |
|
|
2019
Q1 | $3K | Hold |
300
| – | – | ﹤0.01% | 1031 |
|
|
2018
Q4 | $3K | Hold |
300
| – | – | ﹤0.01% | 1014 |
|
|
2018
Q3 | $4K | Hold |
300
| – | – | ﹤0.01% | 1019 |
|
|
2018
Q2 | $4K | Hold |
300
| – | – | ﹤0.01% | 1011 |
|
|
2018
Q1 | $3K | Hold |
300
| – | – | ﹤0.01% | 901 |
|
|
2017
Q4 | $3K | Hold |
300
| – | – | ﹤0.01% | 862 |
|
|
2017
Q3 | $3K | Buy |
+300
| New | +$3K | ﹤0.01% | 714 |
|