United Capital Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-10,312
| Closed | -$109K | – | 975 |
|
|
2022
Q4 | $109K | Sell |
10,312
-1,000
| -9% | -$10.6K | ﹤0.01% | 1008 |
|
|
2022
Q3 | $114K | Sell |
11,312
-1,400
| -11% | -$14.1K | ﹤0.01% | 1050 |
|
|
2022
Q2 | $142K | Buy |
+12,712
| New | +$142K | ﹤0.01% | 1079 |
|
|
2016
Q2 | – | Sell |
-10,372
| Closed | -$108K | – | 1255 |
|
|
2016
Q1 | $108K | Sell |
10,372
-10,642
| -51% | -$111K | ﹤0.01% | 1176 |
|
|
2015
Q4 | $221K | Buy |
+21,014
| New | +$221K | ﹤0.01% | 1108 |
|