Envestnet Asset Management’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
Q3 | $171K | Buy |
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|
2025
Q2 | $173K | Buy |
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|
2025
Q1 | $107K | Buy |
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|
2024
Q4 | $108K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $124K | Sell |
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|
2021
Q4 | $174K | Buy |
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|
2021
Q3 | $125K | Buy |
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|
2021
Q2 | $150K | Sell |
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|
2021
Q1 | $155K | Buy |
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|
2020
Q4 | $103K | Sell |
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|
2020
Q3 | $128K | Sell |
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|
2020
Q2 | $610K | Buy |
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|
2020
Q1 | $118K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $24K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $1K | Hold |
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|
2014
Q3 | $1K | Hold |
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|
2014
Q2 | $1K | Hold |
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|
2014
Q1 | $1K | Hold |
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|
2013
Q4 | $1K | Hold |
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|
2013
Q3 | $1K | Hold |
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|
2013
Q2 | $1K | Buy |
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