Elevation Wealth Partners’s Invesco Mortgage Capital IVR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,244	Closed	-$12.5K	–	490
2023 Q4	$12.5K	Hold	1,244	–	–	0.01%	314
2023 Q3	$12.5K	Buy	1,244 +40	+3%	+$400	0.01%	233
2023 Q2	$13.8K	Buy	1,204 +44	+4%	+$505	0.01%	234
2023 Q1	$12.9K	Buy	+1,160	New	+$12.9K	0.01%	245