1834 Investment 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-116
| Closed | -$4K | – | 477 |
|
2020
Q4 | $4K | Hold |
116
| – | – | ﹤0.01% | 415 |
|
2020
Q3 | $3K | Hold |
116
| – | – | ﹤0.01% | 398 |
|
2020
Q2 | $4K | Buy |
116
+10
| +9% | +$345 | ﹤0.01% | 393 |
|
2020
Q1 | $4K | Sell |
106
-53
| -33% | -$2K | ﹤0.01% | 371 |
|
2019
Q4 | $26K | Buy |
+159
| New | +$26K | ﹤0.01% | 313 |
|
2018
Q2 | – | Sell |
-10
| Closed | -$2K | – | 440 |
|
2018
Q1 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 430 |
|