Money Concepts Capital’s Delaware Ivy High Income Opportunities Fund IVH Stock Holding History

Money Concepts Capital’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	-1,000	Closed	-$11K	–	3203
2022 Q4	$11K	Buy	+1,000	New	+$10.6K	﹤0.01%	1973
2022 Q2	–	Sell	-1,000	Closed	-$13K	–	2784
2022 Q1	$13K	Buy	+1,000	New	+$13.1K	﹤0.01%	1824

Money Concepts Capital's IVH Position: Q1 2023 in Review

Money Concepts Capital sold out of Delaware Ivy High Income Opportunities Fund (IVH) in Q1 2023, closing a stake of 1,000 shares — an estimated $11K sold.

Money Concepts Capital first reported a position in IVH in Q1 2022 and held it in 2 quarters. The position peaked at $13K in Q1 2022. 0 funds tracked by Wall St. Rank hold IVH as of Q1 2023.

Money Concepts Capital reported no remaining Delaware Ivy High Income Opportunities Fund position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 1,000 Delaware Ivy High Income Opportunities Fund shares in Q1 2023, an estimated $11K.
Money Concepts Capital first reported a position in Delaware Ivy High Income Opportunities Fund in Q1 2022 and held it in 2 quarters.
Money Concepts Capital's Delaware Ivy High Income Opportunities Fund position peaked at $13K in Q1 2022.
0 funds tracked by Wall St. Rank held Delaware Ivy High Income Opportunities Fund as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.