Kestra Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-12,426
| Closed | -$170K | – | 2226 |
|
|
2021
Q3 | $170K | Hold |
12,426
| – | – | ﹤0.01% | 1998 |
|
|
2021
Q2 | $175K | Hold |
12,426
| – | – | ﹤0.01% | 1893 |
|
|
2021
Q1 | $169K | Sell |
12,426
-12,902
| -51% | -$175K | ﹤0.01% | 1764 |
|
|
2020
Q4 | $334K | Buy |
25,328
+11,697
| +86% | +$154K | ﹤0.01% | 1421 |
|
|
2020
Q3 | $162K | Buy |
+13,631
| New | +$162K | ﹤0.01% | 1320 |
|