Sugarloaf Wealth Management’s Calamos Convertible and High Income Fund CHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $27.3K | Hold |
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|
2024
Q3 | $26.9K | Hold |
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|
2024
Q2 | $25.1K | Hold |
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|
2024
Q1 | $26.6K | Sell |
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|
2023
Q4 | $50.1K | Buy |
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|
2023
Q3 | $25.1K | Sell |
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|
2023
Q2 | $49K | Sell |
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|
2023
Q1 | $85.1K | Sell |
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|
2022
Q4 | $117K | Sell |
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|
2022
Q3 | $186K | Buy |
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|
2022
Q2 | $204K | Buy |
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|
2022
Q1 | $255K | Buy |
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|
2021
Q4 | $291K | Sell |
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|
2021
Q3 | $305K | Buy |
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|
2021
Q2 | $317K | Buy |
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|
2021
Q1 | $286 | Buy |
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|
2020
Q4 | $271K | Sell |
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|
2020
Q3 | $224K | Sell |
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|
2020
Q2 | $231K | Buy |
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|
2020
Q1 | $177K | Buy |
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|
2019
Q4 | $225K | Buy |
|