WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-1,000
| Closed | -$12K | – | 1711 |
|
|
2015
Q4 | $12K | Hold |
1,000
| – | – | ﹤0.01% | 1042 |
|
|
2015
Q3 | $13K | Hold |
1,000
| – | – | ﹤0.01% | 1033 |
|
|
2015
Q2 | $15K | Hold |
1,000
| – | – | ﹤0.01% | 1076 |
|
|
2015
Q1 | $16K | Hold |
1,000
| – | – | ﹤0.01% | 1064 |
|
|
2014
Q4 | $16K | Hold |
1,000
| – | – | ﹤0.01% | 1305 |
|
|
2014
Q3 | $17K | Hold |
1,000
| – | – | ﹤0.01% | 1332 |
|
|
2014
Q2 | $19K | Hold |
1,000
| – | – | ﹤0.01% | 1299 |
|
|
2014
Q1 | $18K | Hold |
1,000
| – | – | ﹤0.01% | 1285 |
|
|
2013
Q4 | $18K | Hold |
1,000
| – | – | ﹤0.01% | 1387 |
|
|
2013
Q3 | $18K | Buy |
+1,000
| New | +$18K | ﹤0.01% | 1320 |
|