WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-510
| Closed | -$7K | – | 2072 |
|
|
2014
Q3 | $7K | Hold |
510
| – | – | ﹤0.01% | 1560 |
|
|
2014
Q2 | $7K | Sell |
510
-214
| -30% | -$2.94K | ﹤0.01% | 1555 |
|
|
2014
Q1 | $10K | Hold |
724
| – | – | ﹤0.01% | 1449 |
|
|
2013
Q4 | $10K | Hold |
724
| – | – | ﹤0.01% | 1565 |
|
|
2013
Q3 | $9K | Hold |
724
| – | – | ﹤0.01% | 1550 |
|
|
2013
Q2 | $9K | Buy |
+724
| New | +$9K | ﹤0.01% | 1480 |
|