Number of Shares
3,294.00
Current Holdings Value*
$109,230.00
% of Portfolio
0.1%
Total Estimate Gain
$-456,690.02
% of Total Estimate Gain
-25.42%

Delaware Small Cap Growth Fund's Calix Inc Holding Summary

As of 2024-03-31, DELAWARE GROUP EQUITY FUNDS IV held 3,294.00 shares of Calix Inc(CALX), totaling $109,230.00. This investment constitutes 0.1% of their stock portfolio, and DELAWARE GROUP EQUITY FUNDS IV now holds 0.01% of the outstanding Calix Inc(CALX) stock.

The initial trade took place in 2023Q1. And since then Delaware Small Cap Growth Fund has made 3 purchases of CALX, at an average price of $51.85, for a total of 34,647.00 shares. In addition, there have been 2 sales at an average price of $37.54 for 31,353.00 shares. Based on historical transaction data and CALX's current price of $49.43, Delaware Small Cap Growth Fund's estimated gain on his CALX holdings is $-456,690.02, reflecting a -25.42% gain to date.

Delaware Small Cap Growth Fund CALX ($49.43) Holding Chart

Delaware Small Cap Growth Fund CALX ($49.43) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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