A detailed history of Institute For Wealth Management, Llc. transactions in Calamos Global Dynamic Income Fund stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 30,500 shares of CHW stock, worth $209,535. This represents 0.03% of its overall portfolio holdings.

Number of Shares
30,500
Previous 30,500 -0.0%
Holding current value
$209,535
Previous $209,000 4.31%
% of portfolio
0.03%
Previous 0.03%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024

SELL
$6.14 - $6.98 $2,597 - $2,952
-423 Reduced 1.37%
30,500 $209,000
Q4 2023

Jan 31, 2024

SELL
$5.09 - $5.9 $25,144 - $29,146
-4,940 Reduced 13.77%
30,923 $178,000
Q3 2023

Oct 13, 2023

SELL
$5.54 - $6.23 $7,650 - $8,603
-1,381 Reduced 3.71%
35,863 $198,000
Q1 2023

Apr 20, 2023

SELL
$5.6 - $6.51 $24,304 - $28,253
-4,340 Reduced 10.44%
37,244 $222,000
Q4 2022

Feb 02, 2023

BUY
$5.36 - $6.47 $16,294 - $19,668
3,040 Added 7.89%
41,584 $232,000
Q2 2022

Jul 25, 2022

SELL
$6.51 - $9.09 $800 - $1,118
-123 Reduced 0.32%
38,544 $263,000
Q4 2021

Jan 21, 2022

SELL
$9.48 - $10.7 $4,664 - $5,264
-492 Reduced 1.26%
38,667 $386,000
Q2 2021

Jul 21, 2021

SELL
$10.12 - $11.03 $455 - $496
-45 Reduced 0.11%
39,159 $429,000
Q1 2021

May 04, 2021

SELL
$9.27 - $10.31 $1,269 - $1,412
-137 Reduced 0.35%
39,204 $401,000
Q4 2020

Feb 01, 2021

SELL
$7.8 - $9.73 $959 - $1,196
-123 Reduced 0.31%
39,341 $376,000
Q2 2020

Jul 30, 2020

SELL
$5.14 - $7.71 $1,542 - $2,313
-300 Reduced 0.75%
39,464 $288,000
Q1 2020

Apr 29, 2020

SELL
$4.14 - $9.01 $11,798 - $25,678
-2,850 Reduced 6.69%
39,764 $228,000
Q4 2019

Feb 27, 2020

BUY
$7.7 - $8.77 $325,278 - $370,479
42,244 Added 11417.3%
42,614 $370,000
Q4 2019

Jan 27, 2020

SELL
$7.7 - $8.77 $325,278 - $370,479
-42,244 Reduced 99.13%
370 $370,000
Q2 2019

Aug 02, 2019

SELL
$7.65 - $8.38 $1,032 - $1,131
-135 Reduced 0.32%
42,614 $345,000
Q4 2018

Feb 08, 2019

SELL
$6.18 - $9.1 $36,326 - $53,489
-5,878 Reduced 12.09%
42,749 $280,000
Q3 2018

Oct 29, 2018

BUY
$8.93 - $9.4 $893 - $940
100 Added 0.21%
48,627 $438,000
Q2 2018

Aug 10, 2018

SELL
$8.86 - $9.41 $5,537 - $5,881
-625 Reduced 1.27%
48,527 $436,000
Q1 2018

May 15, 2018

SELL
$8.76 - $9.82 $788 - $883
-90 Reduced 0.18%
49,152 $452,000
Q4 2017

Feb 12, 2018

BUY
$8.82 - $9.31 $18,821 - $19,867
2,134 Added 4.53%
49,242 $444,000
Q2 2017

Aug 14, 2017

BUY
N/A
47,108
47,108 $401,000

Others Institutions Holding CHW

About Calamos Global Dynamic Income Fund


  • Ticker CHW
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Calamos Global Dynamic Income Fund is a closed ended balanced mutual fund launched by Calamos Investments LLC. The fund is managed by Calamos Advisors LLC. It invests in public equity and fixed income markets across the globe. The fund seeks to invest in securities of companies operating across diversified sectors. It primarily invests in growth...
More about CHW
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