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Marks Group Wealth Management, Inc
> CHI
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND | CHI | 93,898 | 93,898 | 1,051,658,000 | 1,051,658,000 | $11,200.00 |
| 12/31/2020 | CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND | CHI | 0 | -155,884 | 0 | -1,715,000 | |
| 09/30/2020 | CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND | CHI | 155,884 | -98,345 | 1,715,000 | -990,000 | $11.00 |
| 06/30/2020 | CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND | CHI | 254,229 | 0 | 2,705,000 | 585,000 | $10.64 |
| 03/31/2020 | CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND | CHI | 254,229 | 254,229 | 2,120,000 | 2,120,000 | $8.34 |
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