CWC
IVH

Carolinas Wealth Consulting’s Delaware Ivy High Income Opportunities Fund IVH Stock Holding History

Carolinas Wealth Consulting’s Portfolio IVH Stock Details IVH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-5,157
Closed -$72K – 1025
2021
Q2 		$72K Hold
5,157
– – 0.02% 310
2021
Q1 		$70K Hold
5,157
– – 0.02% 311
2020
Q4 		$68K Hold
5,157
– – 0.02% 288
2020
Q3 		$61K Buy
+5,157
New +$61K 0.02% 256