Caldwell Trust’s Invesco Mortgage Capital IVR Stock Holding History

Caldwell Trust’s Portfolio IVR Stock Details IVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-50
2020 Q1	$1.71K	Hold	50
2019 Q4	$8.32K	Buy	+50