Summit Financial Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $185K | Hold |
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|
2025
Q2 | $181K | Hold |
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|
2025
Q1 | $167K | Hold |
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|
2024
Q4 | $200K | Hold |
|
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|
2024
Q3 | $197K | Hold |
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|
2024
Q2 | $184K | Hold |
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|
2024
Q1 | $195K | Hold |
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|
2023
Q4 | $189K | Sell |
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|
2023
Q3 | $188K | Hold |
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|
2023
Q2 | $189K | Buy |
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|
2023
Q1 | $180K | Hold |
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|
2022
Q4 | $174K | Hold |
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|
2022
Q3 | $166K | Hold |
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|
2022
Q2 | $184K | Hold |
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|
2022
Q1 | $232K | Hold |
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|
2021
Q4 | $267K | Buy |
|