FWP
Firethorn Wealth Partners’s Invesco Mortgage Capital IVR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $452K | Sell |
57,602
-9,583
| -14% | -$75.1K | 0.2% | 109 |
|
|
2025
Q1 | $530K | Buy |
67,185
+5,718
| +9% | +$45.1K | 0.25% | 88 |
|
|
2024
Q4 | $495K | Sell |
61,467
-5,949
| -9% | -$47.9K | 0.25% | 88 |
|
|
2024
Q3 | $633K | Buy |
67,416
+27,356
| +68% | +$257K | 0.32% | 70 |
|
|
2024
Q2 | $375K | Buy |
40,060
+3,686
| +10% | +$34.5K | 0.21% | 96 |
|
|
2024
Q1 | $352K | Buy |
36,374
+7,300
| +25% | +$70.7K | 0.21% | 95 |
|
|
2023
Q4 | $258K | Buy |
29,074
+9,537
| +49% | +$84.5K | 0.17% | 110 |
|
|
2023
Q3 | $196K | Buy |
19,537
+812
| +4% | +$8.13K | 0.15% | 110 |
|
|
2023
Q2 | $215K | Sell |
18,725
-700
| -4% | -$8.03K | 0.16% | 105 |
|
|
2023
Q1 | $199K | Buy |
19,425
+3,271
| +20% | +$33.5K | 0.16% | 110 |
|
|
2022
Q4 | $206K | Sell |
16,154
-11,931
| -42% | -$152K | 0.17% | 114 |
|
|
2022
Q3 | $312K | Buy |
28,085
+16,700
| +147% | +$186K | 0.29% | 79 |
|
|
2022
Q2 | $201K | Sell |
11,385
-80,051
| -88% | -$1.41M | 0.16% | 120 |
|
|
2022
Q1 | $208K | Buy |
91,436
+66,639
| +269% | +$152K | 0.16% | 126 |
|
|
2021
Q4 | $69K | Buy |
+24,797
| New | +$69K | 0.05% | 133 |
|
|
2021
Q2 | $140K | Buy |
36,005
+12,791
| +55% | +$49.7K | 0.12% | 124 |
|
|
2021
Q1 | $93K | Buy |
23,214
+11,639
| +101% | +$46.6K | 0.09% | 129 |
|
|
2020
Q4 | $39K | Buy |
+11,575
| New | +$39K | 0.04% | 105 |
|