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

Oxinas Partners 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	-82,011	Closed	-$899K	–	120
2022 Q4	$899K	Buy	82,011 +107	+0.1%	+$1.13K	0.76%	40
2022 Q3	$826K	Sell	81,904 -6,886	-8%	-$76.4K	0.68%	42
2022 Q2	$909K	Sell	88,790 -32,302	-27%	-$367K	0.69%	40
2022 Q1	$1.53M	Buy	121,092 +120	+0.1%	+$1.57K	0.96%	28
2021 Q4	$1.69M	Sell	120,972 -1,962	-2%	-$27.3K	0.96%	28
2021 Q3	$1.68M	Buy	122,934 +23,517	+24%	+$328K	0.98%	29
2021 Q2	$1.4M	Sell	99,417 -4,821	-5%	-$66.5K	0.8%	33
2021 Q1	$1.42M	Sell	104,238 -3,090	-3%	-$41.2K	0.9%	32
2020 Q4	$1.43M	Buy	+107,328	New	+$1.33M	1.06%	26

Oxinas Partners Wealth Management's IVH Position: Q1 2023 in Review

Oxinas Partners Wealth Management sold out of Delaware Ivy High Income Opportunities Fund (IVH) in Q1 2023, closing a stake of 82,011 shares — an estimated $899K sold.

Oxinas Partners Wealth Management first reported a position in IVH in Q4 2020 and held it in 9 quarters. The position peaked at $1.69M in Q4 2021. 0 funds tracked by Wall St. Rank hold IVH as of Q1 2023.

Oxinas Partners Wealth Management reported no remaining Delaware Ivy High Income Opportunities Fund position as of Q1 2023 after selling out during the quarter.
Oxinas Partners Wealth Management sold 82,011 Delaware Ivy High Income Opportunities Fund shares in Q1 2023, an estimated $899K.
Oxinas Partners Wealth Management first reported a position in Delaware Ivy High Income Opportunities Fund in Q4 2020 and held it in 9 quarters.
Oxinas Partners Wealth Management's Delaware Ivy High Income Opportunities Fund position peaked at $1.69M in Q4 2021.
0 funds tracked by Wall St. Rank held Delaware Ivy High Income Opportunities Fund as of Q1 2023.

Based on Oxinas Partners Wealth Management's 13F filing for Q1 2023, filed 12 Apr 2023.