Berman Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $3K | Buy |
112
+56
| +100% | +$1.5K | ﹤0.01% | 1589 |
|
|
2021
Q2 | $2K | Buy |
+56
| New | +$2K | ﹤0.01% | 1608 |
|
|
2020
Q2 | – | Sell |
-8
| Closed | – | – | 1717 |
|
|
2020
Q1 | $0 | Hold |
8
| – | – | ﹤0.01% | 1568 |
|
|
2019
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 1341 |
|
|
2019
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 1327 |
|
|
2019
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 1338 |
|
|
2019
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 1220 |
|
|
2018
Q4 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 1011 |
|