Foresight Wealth Management, LLC Delaware Ivy High Income Opportunities Fund Transaction History

Foresight Wealth Management, LLC

$6.98 Billion
Q4 2022

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 04, 2022	BUY	$10.21 - $12.33 $663 - $801	65 Added 0.65%	10,108 $102,000
Q2 2022 Jul 29, 2022	SELL	$10.22 - $12.8 $5,743 - $7,193	-562 Reduced 5.3%	10,043 $103,000
Q1 2022 May 04, 2022	SELL	$12.19 - $14.18 $223,649 - $260,160	-18,347 Reduced 63.37%	10,605 $134,000
Q4 2021 Feb 04, 2022	BUY	$13.5 - $14.26 $62,802 - $66,337	4,652 Added 19.14%	28,952 $403,000
Q3 2021 Oct 21, 2021	BUY	$13.56 - $14.21 $329,508 - $345,303	24,300 New	24,300 $332,000

Others Institutions Holding IVH

# of Institutions

1

Shares Held

0

Call Options Held

0

Put Options Held

0

Concourse Financial Group Securities, Inc. Birmingham, AL

0
Shares

$0
0.0% of portfolio

About Delaware Ivy High Income Opportunities Fund

Ticker IVH
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Ivy Funds - Delaware Ivy High Income Opportunities Fund is a closed ended fixed income mutual fund launched and managed by Ivy Investment Management Company. The fund invests in fixed income markets across the globe. It seeks to invest in securities of companies operating across diversified sectors. The fund primarily invests in high-yield corpo...

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