CWM
IVH

Cornerstone Wealth Management’s Delaware Ivy High Income Opportunities Fund IVH Stock Holding History

Cornerstone Wealth Management’s Portfolio IVH Stock Details IVH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-12,497
Closed -$573K – 516
2019
Q1 		$573K Buy
12,497
+37
+0.3% +$1.7K 0.07% 259
2018
Q4 		$151K Buy
+12,460
New +$151K 0.03% 322