Shaker Financial Services’s Virtus Convertible & Income 2024 Target Term Fund CBH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$160K Buy
2021
Q3
Sell
2021
Q2
$161K Buy
2021
Q1
Sell
2020
Q4
$1.02M Sell
2020
Q3
$1.3M Buy
2020
Q2
Sell
2020
Q1
$418K Sell
2019
Q4
$2.48M Buy
2019
Q3
$1.18M Sell
2019
Q2
$1.6M Sell
2019
Q1
$2.73M Sell
2018
Q4
$3.4M Buy
2018
Q3
$3.27M Buy
2018
Q2
$2.81M Buy
2018
Q1
$1.81M Sell
2017
Q4
$2.06M Buy