Avior Wealth Management’s Invesco Mortgage Capital IVR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-30
| Closed | -$5K | – | 806 |
|
2017
Q4 | $5K | Hold |
30
| – | – | ﹤0.01% | 646 |
|
2017
Q3 | $5K | Hold |
30
| – | – | ﹤0.01% | 390 |
|
2017
Q2 | $5K | Hold |
30
| – | – | ﹤0.01% | 364 |
|
2017
Q1 | $5K | Hold |
30
| – | – | ﹤0.01% | 407 |
|
2016
Q4 | $4K | Buy |
+30
| New | +$4K | ﹤0.01% | 404 |
|