Glassman Wealth Services’s Invesco Mortgage Capital IVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-15
| Closed | -$166 | – | 1965 |
|
|
2023
Q1 | $166 | Hold |
15
| – | – | ﹤0.01% | 1833 |
|
|
2022
Q4 | $191 | Buy |
+15
| New | +$191 | ﹤0.01% | 1811 |
|
|
2020
Q2 | – | Sell |
-3
| Closed | – | – | 1377 |
|
|
2020
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1337 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 1322 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 1207 |
|