Atria Wealth Solutions’s Calamos Convertible and High Income Fund CHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $276K | Buy |
25,100
+1,964
| +8% | +$21.6K | 0.01% | 1200 |
|
|
2025
Q1 | $234K | Buy |
23,136
+1,310
| +6% | +$13.2K | ﹤0.01% | 1619 |
|
|
2024
Q4 | $266K | Sell |
21,826
-980
| -4% | -$11.9K | ﹤0.01% | 1607 |
|
|
2024
Q3 | $272K | Buy |
22,806
+308
| +1% | +$3.67K | ﹤0.01% | 1561 |
|
|
2024
Q2 | $251K | Sell |
22,498
-899
| -4% | -$10K | ﹤0.01% | 1595 |
|
|
2024
Q1 | $276K | Buy |
23,397
+662
| +3% | +$7.82K | ﹤0.01% | 1600 |
|
|
2023
Q4 | $262K | Buy |
22,735
+641
| +3% | +$7.38K | ﹤0.01% | 1585 |
|
|
2023
Q3 | $247K | Sell |
22,094
-3,826
| -15% | -$42.7K | ﹤0.01% | 1536 |
|
|
2023
Q2 | $291K | Sell |
25,920
-3,815
| -13% | -$42.8K | ﹤0.01% | 1460 |
|
|
2023
Q1 | $325K | Sell |
29,735
-1,014
| -3% | -$11.1K | ﹤0.01% | 1363 |
|
|
2022
Q4 | $327K | Sell |
30,749
-6,276
| -17% | -$66.8K | 0.01% | 1306 |
|
|
2022
Q3 | $374K | Sell |
37,025
-872
| -2% | -$8.8K | 0.01% | 1170 |
|
|
2022
Q2 | $423K | Buy |
37,897
+18
| +0% | +$201 | 0.01% | 1030 |
|
|
2022
Q1 | $534K | Buy |
+37,879
| New | +$534K | 0.01% | 1034 |
|