FWL Investment Management’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
Q4 | – | Sell |
-2,250
| Closed | -$21.1K | – | 319 |
|
|
2024
Q3 | $21.1K | Hold |
2,250
| – | – | 0.01% | 183 |
|
|
2024
Q2 | $21.1K | Hold |
2,250
| – | – | 0.01% | 153 |
|
|
2024
Q1 | $21.8K | Sell |
2,250
-1,500
| -40% | -$14.5K | 0.01% | 131 |
|
|
2023
Q4 | $33.2K | Sell |
3,750
-885
| -19% | -$7.84K | 0.02% | 108 |
|
|
2023
Q3 | $46.4K | Buy |
+4,635
| New | +$46.4K | 0.03% | 95 |
|