IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-68
| Closed | -$5K | – | 4624 |
|
|
2022
Q4 | $5K | Sell |
68
-68
| -50% | -$5K | ﹤0.01% | 3839 |
|
|
2022
Q3 | $6K | Buy |
136
+5
| +4% | +$221 | ﹤0.01% | 3983 |
|
|
2022
Q2 | $6K | Hold |
131
| – | – | ﹤0.01% | 3737 |
|
|
2022
Q1 | $6K | Buy |
+131
| New | +$6K | ﹤0.01% | 3737 |
|
|
2019
Q1 | $10K | Sell |
755
-526
| -41% | -$6.97K | ﹤0.01% | 1626 |
|
|
2018
Q4 | $16K | Buy |
1,281
+11
| +0.9% | +$137 | ﹤0.01% | 2240 |
|
|
2018
Q3 | $18K | Buy |
1,270
+570
| +81% | +$8.08K | ﹤0.01% | 2500 |
|
|
2018
Q2 | $10K | Buy |
+700
| New | +$10K | ﹤0.01% | 2877 |
|
|
2016
Q2 | – | Sell |
-755
| Closed | -$10K | – | 4276 |
|
|
2016
Q1 | $10K | Buy |
755
+262
| +53% | +$3.47K | ﹤0.01% | 1626 |
|
|
2015
Q4 | $6K | Buy |
+493
| New | +$6K | ﹤0.01% | 2882 |
|