Allworth Financial’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 | $3.1K | Buy |
395
+299
| +311% | +$2.34K | ﹤0.01% | 3511 |
|
|
2025
Q1 | $679 | Buy |
96
+80
| +500% | +$566 | ﹤0.01% | 3592 |
|
|
2024
Q4 | $130 | Sell |
16
-176
| -92% | -$1.43K | ﹤0.01% | 3820 |
|
|
2024
Q3 | $1.8K | Buy |
192
+138
| +256% | +$1.3K | ﹤0.01% | 3008 |
|
|
2024
Q2 | $504 | Hold |
54
| – | – | ﹤0.01% | 3373 |
|
|
2024
Q1 | $523 | Hold |
54
| – | – | ﹤0.01% | 3280 |
|
|
2023
Q4 | $479 | Buy |
54
+26
| +93% | +$231 | ﹤0.01% | 3139 |
|
|
2023
Q3 | $281 | Buy |
+28
| New | +$281 | ﹤0.01% | 3184 |
|
|
2022
Q1 | – | Sell |
-5
| Closed | – | – | 2243 |
|
|
2021
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 2035 |
|
|
2021
Q3 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1924 |
|
|
2020
Q1 | – | Sell |
-20
| Closed | -$3K | – | 1283 |
|
|
2019
Q4 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 849 |
|