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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-68
Closed -$5K 4621
2022
Q4
$5K Sell
68
-68
-50% -$720 ﹤0.01% 3839
2022
Q3
$6K Buy
136
+5
+4% +$56 ﹤0.01% 3982
2022
Q2
$6K Hold
131
﹤0.01% 3736
2022
Q1
$6K Buy
+131
New +$1.71K ﹤0.01% 3736
2019
Q1
$10K Sell
755
-526
-41% -$7K ﹤0.01% 1626
2018
Q4
$16K Buy
1,281
+11
+0.9% +$145 ﹤0.01% 2272
2018
Q3
$18K Buy
1,270
+570
+81% +$8.16K ﹤0.01% 2527
2018
Q2
$10K Buy
+700
New +$10K ﹤0.01% 2919
2016
Q2
Sell
-755
Closed -$10K 4139
2016
Q1
$10K Buy
755
+262
+53% +$3.1K ﹤0.01% 1624
2015
Q4
$6K Buy
+493
New +$6.45K ﹤0.01% 2897

IFP Advisors's IVH Position: Q1 2023 in Review

IFP Advisors sold out of Delaware Ivy High Income Opportunities Fund (IVH) in Q1 2023, closing a stake of 68 shares — an estimated $5K sold.

IFP Advisors first reported a position in IVH in Q4 2015 and held it in 10 quarters. The position peaked at $18K in Q3 2018. 0 funds tracked by Wall St. Rank hold IVH as of Q1 2023.

  • IFP Advisors reported no remaining Delaware Ivy High Income Opportunities Fund position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 68 Delaware Ivy High Income Opportunities Fund shares in Q1 2023, an estimated $5K.
  • IFP Advisors first reported a position in Delaware Ivy High Income Opportunities Fund in Q4 2015 and held it in 10 quarters.
  • IFP Advisors's Delaware Ivy High Income Opportunities Fund position peaked at $18K in Q3 2018.
  • 0 funds tracked by Wall St. Rank held Delaware Ivy High Income Opportunities Fund as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.