Creative Planning’s Invesco Mortgage Capital IVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $126K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $185K | Buy |
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|
2020
Q4 | $132K | Sell |
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|
2020
Q3 | $170K | Sell |
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|
2020
Q2 | $238K | Buy |
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|
2020
Q1 | $176K | Buy |
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|
2019
Q4 | $767K | Sell |
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|
2019
Q3 | $708K | Buy |
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|
2019
Q2 | $739K | Sell |
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|
2019
Q1 | $751K | Sell |
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|
2018
Q4 | $832K | Buy |
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|
2018
Q3 | $814K | Sell |
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|
2018
Q2 | $843K | Sell |
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|
2018
Q1 | $883K | Sell |
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|
2017
Q4 | $984K | Buy |
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|
2017
Q3 | $888K | Sell |
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|
2017
Q2 | $871K | Sell |
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|
2017
Q1 | $818K | Buy |
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|
2016
Q4 | $755K | Buy |
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|
2016
Q3 | $745K | Buy |
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|
2016
Q2 | $662K | Sell |
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|
2016
Q1 | $712K | Buy |
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|
2015
Q4 | $585K | Buy |
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|
2015
Q3 | $115K | Sell |
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|
2015
Q2 | $192K | Sell |
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|
2015
Q1 | $870K | Buy |
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|
2014
Q4 | $702K | Buy |
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|
2014
Q3 | $149K | Sell |
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|
2014
Q2 | $180K | Sell |
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|
2014
Q1 | $217K | Sell |
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|
2013
Q4 | $229K | Buy |
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|
2013
Q3 | $166K | Buy |
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|
2013
Q2 | $151K | Buy |
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