Aviance Capital Partners’s Invesco Mortgage Capital IVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-1,202
| Closed | -$175K | – | 202 |
|
|
2016
Q4 | $175K | Buy |
+1,202
| New | +$175K | 0.06% | 201 |
|
|
2015
Q4 | – | Sell |
-1,040
| Closed | -$128K | – | 198 |
|
|
2015
Q3 | $128K | Sell |
1,040
-123
| -11% | -$15.1K | 0.05% | 177 |
|
|
2015
Q2 | $167K | Sell |
1,163
-5
| -0.4% | -$718 | 0.06% | 194 |
|
|
2015
Q1 | $182K | Buy |
1,168
+71
| +6% | +$11.1K | 0.07% | 209 |
|
|
2014
Q4 | $170K | Sell |
1,097
-463
| -30% | -$71.8K | 0.06% | 222 |
|
|
2014
Q3 | $245K | Buy |
+1,560
| New | +$245K | 0.09% | 216 |
|