Geneos 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,750
| Closed | -$20K | – | 3036 |
|
|
2020
Q3 | $20K | Hold |
1,750
| – | – | ﹤0.01% | 1667 |
|
|
2020
Q2 | $19K | Hold |
1,750
| – | – | ﹤0.01% | 1653 |
|
|
2020
Q1 | $17K | Hold |
1,750
| – | – | ﹤0.01% | 1594 |
|
|
2019
Q4 | $24K | Hold |
1,750
| – | – | ﹤0.01% | 1615 |
|
|
2019
Q3 | $23K | Hold |
1,750
| – | – | ﹤0.01% | 1548 |
|
|
2019
Q2 | $23K | Hold |
1,750
| – | – | ﹤0.01% | 1575 |
|
|
2019
Q1 | $23K | Buy |
+1,750
| New | +$23K | ﹤0.01% | 1518 |
|