Cornerstone Planning Group’s Invesco Mortgage Capital IVR Stock Holding History

Cornerstone Planning Group’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
2025 Q3	$774	Buy
2025 Q2	$802	Sell
2025 Q1	$1.68K	Sell
2024 Q4	$3.37K	Buy
2024 Q3	$1.19K	Sell
2024 Q2	$1.67K	Buy
2024 Q1	$751	Buy
2023 Q4	$669	Buy
2023 Q3	$712	Buy
2023 Q2	$790	Buy
2022 Q4	$888	Buy