Allworth Financial’s Invesco Mortgage Capital IVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.59K | Buy |
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|
2025
Q2 | $3.1K | Buy |
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|
2025
Q1 | $679 | Buy |
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|
2024
Q4 | $130 | Sell |
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|
2024
Q3 | $1.8K | Buy |
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|
2024
Q2 | $504 | Hold |
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|
2024
Q1 | $523 | Hold |
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|
2023
Q4 | $479 | Buy |
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|
2023
Q3 | $281 | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $0 | Hold |
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|
2021
Q3 | $0 | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $3K | Buy |
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