CIBC Private Wealth Group’s Invesco Mortgage Capital IVR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.84K | Hold |
1,000
| – | – | ﹤0.01% | 2337 |
|
|
2025
Q1 | $6.5K | Hold |
1,000
| – | – | ﹤0.01% | 2383 |
|
|
2024
Q4 | $8.06K | Hold |
1,000
| – | – | ﹤0.01% | 2335 |
|
|
2024
Q3 | $9.39K | Sell |
1,000
-100
| -9% | -$939 | ﹤0.01% | 2422 |
|
|
2024
Q2 | $9.81K | Buy |
+1,100
| New | +$9.81K | ﹤0.01% | 2303 |
|
|
2020
Q1 | – | Sell |
-1,453
| Closed | -$242K | – | 887 |
|
|
2019
Q4 | $242K | Sell |
1,453
-18
| -1% | -$3K | ﹤0.01% | 840 |
|
|
2019
Q3 | $226K | Buy |
+1,471
| New | +$226K | ﹤0.01% | 842 |
|
|
2018
Q3 | – | Sell |
-722
| Closed | -$115K | – | 1330 |
|
|
2018
Q2 | $115K | Buy |
722
+702
| +3,510% | +$112K | ﹤0.01% | 1004 |
|
|
2018
Q1 | $3K | Hold |
20
| – | – | ﹤0.01% | 1745 |
|
|
2017
Q4 | $4K | Buy |
+20
| New | +$4K | ﹤0.01% | 1726 |
|
|
2017
Q3 | – | Sell |
-1,264
| Closed | -$211K | – | 932 |
|
|
2017
Q2 | $211K | Buy |
+1,264
| New | +$211K | ﹤0.01% | 593 |
|