MWM
IVH

Melfa Wealth Management’s Delaware Ivy High Income Opportunities Fund IVH Stock Holding History

Melfa Wealth Management’s Portfolio IVH Stock Details IVH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-25,251
Closed -$277K – 140
2022
Q4 		$277K Buy
+25,251
New +$267K 0.29% 88

Melfa Wealth Management's IVH Position: Q1 2023 in Review

Melfa Wealth Management sold out of Delaware Ivy High Income Opportunities Fund (IVH) in Q1 2023, closing a stake of 25,251 shares — an estimated $277K sold.

Melfa Wealth Management first reported a position in IVH in Q4 2022 and held it in 1 quarter. The position peaked at $277K in Q4 2022. 0 funds tracked by Wall St. Rank hold IVH as of Q1 2023.

  • Melfa Wealth Management reported no remaining Delaware Ivy High Income Opportunities Fund position as of Q1 2023 after selling out during the quarter.
  • Melfa Wealth Management sold 25,251 Delaware Ivy High Income Opportunities Fund shares in Q1 2023, an estimated $277K.
  • Melfa Wealth Management first reported a position in Delaware Ivy High Income Opportunities Fund in Q4 2022 and held it in 1 quarter.
  • Melfa Wealth Management's Delaware Ivy High Income Opportunities Fund position peaked at $277K in Q4 2022.
  • 0 funds tracked by Wall St. Rank held Delaware Ivy High Income Opportunities Fund as of Q1 2023.

Based on Melfa Wealth Management's 13F filing for Q1 2023, filed 20 Apr 2023.