Institute for Wealth Management’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
2018
Q1
Sell
-16,912
Closed -$200K 272
2017
Q4
$200K Buy
+16,912
New +$200K 0.05% 360
2017
Q3
Sell
-13,061
Closed -$154K 266
2017
Q2
$154K Buy
+13,061
New +$154K 0.04% 388