Foresight Wealth Management’s Delaware Ivy High Income Opportunities Fund IVH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-10,108
| Closed | -$102K | – | 110 |
|
|
2022
Q3 | $102K | Buy |
10,108
+65
| +0.6% | +$656 | 0.02% | 103 |
|
|
2022
Q2 | $103K | Sell |
10,043
-562
| -5% | -$5.76K | 0.02% | 107 |
|
|
2022
Q1 | $134K | Sell |
10,605
-18,347
| -63% | -$232K | 0.02% | 104 |
|
|
2021
Q4 | $403K | Buy |
28,952
+4,652
| +19% | +$64.8K | 0.01% | 86 |
|
|
2021
Q3 | $332K | Buy |
24,300
+6,460
| +36% | +$88.3K | 0.07% | 90 |
|
|
2021
Q2 | $251K | Buy |
+17,840
| New | +$251K | 0.06% | 101 |
|