WIM
CHI

WealthPlan Investment Management’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

WealthPlan Investment Management’s Portfolio CHI Stock Details CHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-817
Closed -$8.59K – 386
2023
Q1 		$8.59K Buy
+817
New +$8.59K ﹤0.01% 333
2022
Q1 		$423K Buy
+33,689
New +$423K 0.03% 272