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Capital Advisory Group Advisory Services’s Invesco Mortgage Capital IVR Stock Holding History

Capital Advisory Group Advisory Services’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
2019
Q4 		– Sell
-35
Closed -$5K – 310
2019
Q3 		$5K Hold
35
– – ﹤0.01% 341
2019
Q2 		$6K Hold
35
– – ﹤0.01% 327
2019
Q1 		$6K Buy
+35
New +$5.55K ﹤0.01% 318

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Capital Advisory Group Advisory Services's IVR Position: Q4 2019 in Review

Capital Advisory Group Advisory Services sold out of Invesco Mortgage Capital (IVR) in Q4 2019, closing a stake of 35 shares — an estimated $5K sold.

Capital Advisory Group Advisory Services first reported a position in IVR in Q1 2019 and held it in 3 quarters. The position peaked at $6K in Q2 2019. 243 funds tracked by Wall St. Rank hold IVR as of Q4 2019.

  • Capital Advisory Group Advisory Services reported no remaining Invesco Mortgage Capital position as of Q4 2019 after selling out during the quarter.
  • Capital Advisory Group Advisory Services sold 35 Invesco Mortgage Capital shares in Q4 2019, an estimated $5K.
  • Capital Advisory Group Advisory Services first reported a position in Invesco Mortgage Capital in Q1 2019 and held it in 3 quarters.
  • Capital Advisory Group Advisory Services's Invesco Mortgage Capital position peaked at $6K in Q2 2019.
  • 243 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q4 2019.

Based on Capital Advisory Group Advisory Services's 13F filing for Q4 2019, filed 14 Feb 2020.