Arkadios 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-55
| Closed | -$1K | – | 1174 |
|
|
2021
Q3 | $1K | Hold |
55
| – | – | ﹤0.01% | 1814 |
|
|
2021
Q2 | $2K | Buy |
+55
| New | +$2K | ﹤0.01% | 1852 |
|
|
2021
Q1 | – | Sell |
-31
| Closed | -$1K | – | 1691 |
|
|
2020
Q4 | $1K | Hold |
31
| – | – | ﹤0.01% | 1321 |
|
|
2020
Q3 | $849 | Hold |
31
| – | – | ﹤0.01% | 970 |
|
|
2020
Q2 | $979 | Buy |
31
+3
| +11% | +$95 | ﹤0.01% | 894 |
|
|
2020
Q1 | $938 | Buy |
+28
| New | +$938 | ﹤0.01% | 972 |
|