Melfa 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $188K | Hold |
17,103
| – | – | 0.12% | 169 |
|
2025
Q1 | $173K | Hold |
17,103
| – | – | 0.12% | 174 |
|
2024
Q4 | $208K | Hold |
17,103
| – | – | 0.14% | 161 |
|
2024
Q3 | $204K | Sell |
17,103
-730
| -4% | -$8.71K | 0.13% | 167 |
|
2024
Q2 | $199K | Hold |
17,833
| – | – | 0.14% | 157 |
|
2024
Q1 | $211K | Hold |
17,833
| – | – | 0.15% | 149 |
|
2023
Q4 | $205K | Hold |
17,833
| – | – | 0.19% | 107 |
|
2023
Q3 | $199K | Hold |
17,833
| – | – | 0.22% | 103 |
|
2023
Q2 | $200K | Hold |
17,833
| – | – | 0.2% | 109 |
|
2023
Q1 | $195K | Buy |
17,833
+112
| +0.6% | +$1.22K | 0.19% | 112 |
|
2022
Q4 | $187K | Buy |
+17,721
| New | +$187K | 0.2% | 108 |
|