EverSource Wealth Advisors’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 | $2.09K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $2.82K | Buy |
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|
2024
Q4 | $1.95K | Buy |
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|
2024
Q3 | $516 | Hold |
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|
2024
Q2 | $499 | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $2.71K | Buy |
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|
2023
Q3 | $1.97K | Sell |
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|
2023
Q2 | $3.58K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $6.22K | Sell |
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|
2022
Q3 | $6K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $5K | Sell |
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|
2021
Q4 | $19K | Buy |
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