EverSource Wealth Advisors’s Delaware Ivy High Income Opportunities Fund IVH Stock Holding History

EverSource Wealth Advisors’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	-15	Closed	-$164	–	2586
2022 Q4	$164	Hold	15	–	–	﹤0.01%	2263
2022 Q3	$0	Buy	+15	New	+$167	﹤0.01%	2193

EverSource Wealth Advisors's IVH Position: Q1 2023 in Review

EverSource Wealth Advisors sold out of Delaware Ivy High Income Opportunities Fund (IVH) in Q1 2023, closing a stake of 15 shares — an estimated $164 sold.

EverSource Wealth Advisors first reported a position in IVH in Q3 2022 and held it in 2 quarters. The position peaked at $164 in Q4 2022. 0 funds tracked by Wall St. Rank hold IVH as of Q1 2023.

EverSource Wealth Advisors reported no remaining Delaware Ivy High Income Opportunities Fund position as of Q1 2023 after selling out during the quarter.
EverSource Wealth Advisors sold 15 Delaware Ivy High Income Opportunities Fund shares in Q1 2023, an estimated $164.
EverSource Wealth Advisors first reported a position in Delaware Ivy High Income Opportunities Fund in Q3 2022 and held it in 2 quarters.
EverSource Wealth Advisors's Delaware Ivy High Income Opportunities Fund position peaked at $164 in Q4 2022.
0 funds tracked by Wall St. Rank held Delaware Ivy High Income Opportunities Fund as of Q1 2023.

Based on EverSource Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.