CX Institutional’s Delaware Ivy High Income Opportunities Fund IVH Stock Holding History

CX Institutional’s Portfolio IVH Stock Details IVH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-13,018	Closed	-$143K	–	608
2022 Q4	$143K	Hold	13,018	–	–	0.01%	500
2022 Q3	$131K	Hold	13,018	–	–	0.01%	453
2022 Q2	$133K	Hold	13,018	–	–	0.01%	502
2022 Q1	$165K	Hold	13,018	–	–	0.01%	366
2021 Q4	$181K	Buy	13,018 +2,500	+24%	+$34.8K	0.01%	331
2021 Q3	$144K	Buy	10,518 +2,018	+24%	+$28.2K	0.01%	393
2021 Q2	$119K	Buy	+8,500	New	+$117K	0.01%	413

CX Institutional's IVH Position: Q1 2023 in Review

CX Institutional sold out of Delaware Ivy High Income Opportunities Fund (IVH) in Q1 2023, closing a stake of 13,018 shares — an estimated $143K sold.

CX Institutional first reported a position in IVH in Q2 2021 and held it in 7 quarters. The position peaked at $181K in Q4 2021. 0 funds tracked by Wall St. Rank hold IVH as of Q1 2023.

CX Institutional reported no remaining Delaware Ivy High Income Opportunities Fund position as of Q1 2023 after selling out during the quarter.
CX Institutional sold 13,018 Delaware Ivy High Income Opportunities Fund shares in Q1 2023, an estimated $143K.
CX Institutional first reported a position in Delaware Ivy High Income Opportunities Fund in Q2 2021 and held it in 7 quarters.
CX Institutional's Delaware Ivy High Income Opportunities Fund position peaked at $181K in Q4 2021.
0 funds tracked by Wall St. Rank held Delaware Ivy High Income Opportunities Fund as of Q1 2023.

Based on CX Institutional's 13F filing for Q1 2023, filed 4 May 2023.