AWE
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Avidian Wealth Enterprises’s Invesco Mortgage Capital IVR Stock Holding History

Avidian Wealth Enterprises’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
2022
Q2 		– Sell
-3,029
Closed -$69K – 478
2022
Q1 		$69K Hold
3,029
– – ﹤0.01% 477
2021
Q4 		$84K Buy
3,029
+884
+41% +$27.4K 0.01% 511
2021
Q3 		$68K Buy
+2,145
New +$69.7K 0.01% 379

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Avidian Wealth Enterprises's IVR Position: Q2 2022 in Review

Avidian Wealth Enterprises sold out of Invesco Mortgage Capital (IVR) in Q2 2022, closing a stake of 3,029 shares — an estimated $69K sold.

Avidian Wealth Enterprises first reported a position in IVR in Q3 2021 and held it in 3 quarters. The position peaked at $84K in Q4 2021. 133 funds tracked by Wall St. Rank hold IVR as of Q2 2022.

  • Avidian Wealth Enterprises reported no remaining Invesco Mortgage Capital position as of Q2 2022 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 3,029 Invesco Mortgage Capital shares in Q2 2022, an estimated $69K.
  • Avidian Wealth Enterprises first reported a position in Invesco Mortgage Capital in Q3 2021 and held it in 3 quarters.
  • Avidian Wealth Enterprises's Invesco Mortgage Capital position peaked at $84K in Q4 2021.
  • 133 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2022.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2022, filed 29 Jul 2022.