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Annapolis Financial Services’s Invesco Mortgage Capital IVR Stock Holding History

Annapolis Financial Services’s Portfolio IVR Stock Details IVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-50
Closed -$501 – 477
2023
Q3 		$501 Buy
+50
New +$553 ﹤0.01% 472

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Annapolis Financial Services's IVR Position: Q4 2023 in Review

Annapolis Financial Services sold out of Invesco Mortgage Capital (IVR) in Q4 2023, closing a stake of 50 shares — an estimated $501 sold.

Annapolis Financial Services first reported a position in IVR in Q3 2023 and held it in 1 quarter. The position peaked at $501 in Q3 2023. 156 funds tracked by Wall St. Rank hold IVR as of Q4 2023.

  • Annapolis Financial Services reported no remaining Invesco Mortgage Capital position as of Q4 2023 after selling out during the quarter.
  • Annapolis Financial Services sold 50 Invesco Mortgage Capital shares in Q4 2023, an estimated $501.
  • Annapolis Financial Services first reported a position in Invesco Mortgage Capital in Q3 2023 and held it in 1 quarter.
  • Annapolis Financial Services's Invesco Mortgage Capital position peaked at $501 in Q3 2023.
  • 156 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q4 2023.

Based on Annapolis Financial Services's 13F filing for Q4 2023, filed 1 Feb 2024.