Carson Wealth (CWM LLC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $40K | Sell |
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|
2022
Q3 | $38K | Hold |
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|
2022
Q2 | $38K | Buy |
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|
2022
Q1 | $47K | Sell |
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|
2021
Q4 | $79K | Buy |
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|
2021
Q2 | $78K | Hold |
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|
2021
Q1 | $78K | Hold |
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|
2020
Q4 | $78K | Hold |
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|
2020
Q3 | $78K | Hold |
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|
2020
Q2 | $78K | Hold |
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|
2020
Q1 | $78K | Hold |
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|
2019
Q4 | $78K | Hold |
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|
2019
Q3 | $78K | Hold |
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|
2019
Q2 | $78K | Hold |
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|
2019
Q1 | $78K | Sell |
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|
2018
Q4 | $189K | Buy |
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