Focus Partners Wealth’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	$295K	Sell	26,810 -6,500	-20%	-$71.4K	﹤0.01%	1679
2025 Q1	$336K	Hold	33,310	–	–	﹤0.01%	1504
2024 Q4	$404K	Sell	33,310 -294,605	-90%	-$3.58M	﹤0.01%	1402
2024 Q3	$8.15M	Buy	327,915 +294,605	+884%	+$7.33M	0.03%	447
2024 Q2	$372K	Buy	+33,310	New	+$372K	﹤0.01%	1015