BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-54
| Closed | -$1K | – | 1015 |
|
|
2022
Q2 | $1K | Sell |
54
-1
| -2% | -$19 | ﹤0.01% | 914 |
|
|
2022
Q1 | $1K | Hold |
55
| – | – | ﹤0.01% | 934 |
|
|
2021
Q4 | $2K | Hold |
55
| – | – | ﹤0.01% | 919 |
|
|
2021
Q3 | $2K | Hold |
55
| – | – | ﹤0.01% | 884 |
|
|
2021
Q2 | $2K | Hold |
55
| – | – | ﹤0.01% | 822 |
|
|
2021
Q1 | $2K | Hold |
55
| – | – | ﹤0.01% | 782 |
|
|
2020
Q4 | $2K | Hold |
55
| – | – | ﹤0.01% | 778 |
|
|
2020
Q3 | $1K | Hold |
55
| – | – | ﹤0.01% | 824 |
|
|
2020
Q2 | $2K | Buy |
+55
| New | +$2K | ﹤0.01% | 754 |
|