Spire Wealth Management Calamos Convertible Opportunities & Income Fund Transaction History

Spire Wealth Management

$2.95 Billion
Q3 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 22, 2022	SELL	$10.17 - $13.45 $35,544 - $47,007	-3,495 Reduced 66.01%	1,800 $19,000
Q1 2022 Apr 18, 2022	BUY	$11.81 - $15.06 $826 - $1,054	70 Added 1.34%	5,295 $70,000
Q4 2021 Jan 14, 2022	SELL	$14.76 - $16.34 $14,760 - $16,340	-1,000 Reduced 16.06%	5,225 $79,000
Q3 2021 Oct 22, 2021	SELL	$14.51 - $15.78 $87,060 - $94,680	-6,000 Reduced 49.08%	6,225 $93,000
Q2 2021 Jul 26, 2021	BUY	$14.01 - $15.32 $84,060 - $91,920	6,000 Added 96.39%	12,225 $185,000
Q1 2021 May 21, 2021	BUY	$13.28 - $14.91 $82,668 - $92,814	6,225 New	6,225 $89,000

Others Institutions Holding CHI

# of Institutions

125

Shares Held

15M

Call Options Held

0

Put Options Held

0

About CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND

Ticker CHI
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Description
Calamos Convertible Opportunities and Income Fund is a closed ended fixed income mutual fund launched by Calamos Investments LLC. It is managed by Calamos Advisors LLC. The fund invests in the fixed income markets of the United States. It primarily invests in a diversified portfolio of convertible securities and high yield corporate bonds rated ...

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