Bell Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8 | Hold |
1
| – | – | ﹤0.01% | 1878 |
|
|
2025
Q1 | $8 | Hold |
1
| – | – | ﹤0.01% | 1903 |
|
|
2024
Q4 | $9 | Hold |
1
| – | – | ﹤0.01% | 1900 |
|
|
2024
Q3 | $10 | Hold |
1
| – | – | ﹤0.01% | 1877 |
|
|
2024
Q2 | $10 | Hold |
1
| – | – | ﹤0.01% | 1942 |
|
|
2024
Q1 | $10 | Hold |
1
| – | – | ﹤0.01% | 1908 |
|
|
2023
Q4 | $9 | Sell |
1
-13
| -93% | -$117 | ﹤0.01% | 1907 |
|
|
2023
Q3 | $141 | Sell |
14
-23
| -62% | -$232 | ﹤0.01% | 1911 |
|
|
2023
Q2 | $425 | Hold |
37
| – | – | ﹤0.01% | 1882 |
|
|
2023
Q1 | $411 | Hold |
37
| – | – | ﹤0.01% | 1881 |
|
|
2022
Q4 | $471 | Hold |
37
| – | – | ﹤0.01% | 1873 |
|
|
2022
Q3 | $0 | Sell |
37
-6
| -14% | – | ﹤0.01% | 1830 |
|
|
2022
Q2 | $1K | Buy |
+43
| New | +$1K | ﹤0.01% | 1469 |
|
|
2021
Q4 | $1K | Sell |
44
-166
| -79% | -$3.77K | ﹤0.01% | 1477 |
|
|
2021
Q3 | $7K | Buy |
+210
| New | +$7K | ﹤0.01% | 576 |
|