Axxcess Wealth Management’s Calamos Convertible and High Income Fund CHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-27,733
| Closed | -$310K | – | 850 |
|
|
2023
Q3 | $310K | Buy |
+27,733
| New | +$310K | 0.01% | 590 |
|
|
2023
Q2 | – | Sell |
-22,247
| Closed | -$243K | – | 610 |
|
|
2023
Q1 | $243K | Hold |
22,247
| – | – | 0.02% | 534 |
|
|
2022
Q4 | $235K | Buy |
+22,247
| New | +$235K | 0.02% | 509 |
|