Shaker Financial Services’s Delaware Ivy High Income Opportunities Fund IVH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
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|
2021
Q2 | $2.92M | Buy |
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|
2021
Q1 | $2.08M | Buy |
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|
2020
Q4 | $761K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $799K | Buy |
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|
2020
Q1 | $523K | Sell |
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|
2019
Q4 | $2.21M | Sell |
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|
2019
Q3 | $2.9M | Sell |
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|
2019
Q2 | $3.23M | Buy |
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|
2019
Q1 | $1.76M | Buy |
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|
2018
Q4 | $1.32M | Sell |
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|
2018
Q3 | $4.06M | Buy |
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|
2018
Q2 | $3.81M | Sell |
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|
2018
Q1 | $4.24M | Buy |
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|
2017
Q4 | $2.94M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $616K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $585K | Buy |
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|
2016
Q3 | $197K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $1.14M | Sell |
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|
2015
Q3 | $1.34M | Sell |
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|
2015
Q2 | $2.22M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $205K | Sell |
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|
2014
Q3 | $902K | Sell |
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|
2014
Q2 | $1.09M | Buy |
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|
2014
Q1 | $1.07M | Buy |
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|
2013
Q4 | $658K | Buy |
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