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Beacon Capital Management Inc (Ohio)’s Invesco Mortgage Capital IVR Stock Holding History

Beacon Capital Management Inc (Ohio)’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
Q3 		– Sell
-67
Closed -$1K – 92
2022
Q2 		$1K Buy
+67
New +$1.13K ﹤0.01% 94

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Beacon Capital Management Inc (Ohio)'s IVR Position: Q3 2022 in Review

Beacon Capital Management Inc (Ohio) sold out of Invesco Mortgage Capital (IVR) in Q3 2022, closing a stake of 67 shares — an estimated $1K sold.

Beacon Capital Management Inc (Ohio) first reported a position in IVR in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 127 funds tracked by Wall St. Rank hold IVR as of Q3 2022.

  • Beacon Capital Management Inc (Ohio) reported no remaining Invesco Mortgage Capital position as of Q3 2022 after selling out during the quarter.
  • Beacon Capital Management Inc (Ohio) sold 67 Invesco Mortgage Capital shares in Q3 2022, an estimated $1K.
  • Beacon Capital Management Inc (Ohio) first reported a position in Invesco Mortgage Capital in Q2 2022 and held it in 1 quarter.
  • Beacon Capital Management Inc (Ohio)'s Invesco Mortgage Capital position peaked at $1K in Q2 2022.
  • 127 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q3 2022.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q3 2022, filed 11 Oct 2022.