Cetera Investment Advisers’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 | $1.52M | Buy |
194,010
+57,365
| +42% | +$450K | ﹤0.01% | 2051 |
|
|
2025
Q1 | $1.08M | Buy |
136,645
+9,557
| +8% | +$75.4K | ﹤0.01% | 2207 |
|
|
2024
Q4 | $1.02M | Buy |
127,088
+20,788
| +20% | +$167K | ﹤0.01% | 2141 |
|
|
2024
Q3 | $998K | Buy |
106,300
+13,365
| +14% | +$125K | ﹤0.01% | 2125 |
|
|
2024
Q2 | $871K | Buy |
92,935
+14,222
| +18% | +$133K | ﹤0.01% | 2178 |
|
|
2024
Q1 | $762K | Buy |
78,713
+60,656
| +336% | +$587K | ﹤0.01% | 2282 |
|
|
2023
Q4 | $160K | Sell |
18,057
-1,110
| -6% | -$9.84K | ﹤0.01% | 2082 |
|
|
2023
Q3 | $192K | Sell |
19,167
-2,300
| -11% | -$23K | ﹤0.01% | 1992 |
|
|
2023
Q2 | $246K | Buy |
21,467
+7,510
| +54% | +$86.1K | ﹤0.01% | 1866 |
|
|
2023
Q1 | $155K | Buy |
+13,957
| New | +$155K | ﹤0.01% | 2001 |
|
|
2022
Q2 | – | Sell |
-10,578
| Closed | -$241K | – | 1882 |
|
|
2022
Q1 | $241K | Buy |
+10,578
| New | +$241K | ﹤0.01% | 1597 |
|