EverSource Wealth Advisors’s Invesco Mortgage Capital IVR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-357
| Closed | -$2.82K | – | 4301 |
|
|
2025
Q1 | $2.82K | Buy |
357
+115
| +48% | +$907 | ﹤0.01% | 2764 |
|
|
2024
Q4 | $1.95K | Buy |
242
+187
| +340% | +$1.51K | ﹤0.01% | 2718 |
|
|
2024
Q3 | $516 | Hold |
55
| – | – | ﹤0.01% | 2873 |
|
|
2024
Q2 | $499 | Buy |
+55
| New | +$499 | ﹤0.01% | 2895 |
|
|
2024
Q1 | – | Sell |
-306
| Closed | -$2.71K | – | 2951 |
|
|
2023
Q4 | $2.71K | Buy |
306
+109
| +55% | +$966 | ﹤0.01% | 2087 |
|
|
2023
Q3 | $1.97K | Sell |
197
-115
| -37% | -$1.15K | ﹤0.01% | 2007 |
|
|
2023
Q2 | $3.58K | Buy |
+312
| New | +$3.58K | ﹤0.01% | 1853 |
|
|
2023
Q1 | – | Sell |
-489
| Closed | -$6.23K | – | 2460 |
|
|
2022
Q4 | $6.23K | Sell |
489
-11
| -2% | -$140 | ﹤0.01% | 1518 |
|
|
2022
Q3 | $6K | Buy |
+500
| New | +$6K | ﹤0.01% | 1293 |
|
|
2022
Q2 | – | Sell |
-241
| Closed | -$5K | – | 1798 |
|
|
2022
Q1 | $5K | Sell |
241
-437
| -64% | -$9.07K | ﹤0.01% | 1254 |
|
|
2021
Q4 | $19K | Buy |
+678
| New | +$19K | 0.01% | 712 |
|