180 Wealth Advisors’s Invesco Mortgage Capital IVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $126K | Buy |
16,018
+952
| +6% | +$7.46K | 0.02% | 408 |
|
|
2025
Q1 | $119K | Buy |
15,066
+1,040
| +7% | +$8.21K | 0.02% | 393 |
|
|
2024
Q4 | $113K | Buy |
14,026
+2,542
| +22% | +$20.5K | 0.02% | 411 |
|
|
2024
Q3 | $108K | Buy |
11,484
+713
| +7% | +$6.7K | 0.02% | 431 |
|
|
2024
Q2 | $102K | Buy |
+10,771
| New | +$102K | 0.02% | 420 |
|
|
2022
Q2 | – | Sell |
-2,255
| Closed | -$41K | – | 384 |
|
|
2022
Q1 | $41K | Buy |
2,255
+1,211
| +116% | +$22K | 0.01% | 375 |
|
|
2021
Q4 | $26K | Buy |
+1,044
| New | +$26K | 0.01% | 371 |
|