Global Retirement Partners’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 | $62K | Buy |
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|
2025
Q2 | $63.1K | Buy |
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|
2024
Q4 | $29.3K | Buy |
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|
2024
Q3 | $28.5K | Hold |
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|
2024
Q2 | $28.4K | Sell |
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|
2024
Q1 | $46.9K | Buy |
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|
2023
Q4 | $22K | Buy |
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|
2023
Q3 | $3.99K | Hold |
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|
2023
Q2 | $5.06K | Hold |
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|
2023
Q1 | $4.29K | Hold |
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|
2022
Q4 | $5.61K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $6K | Hold |
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|
2020
Q3 | $4K | Hold |
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|
2020
Q2 | $6K | Buy |
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|
2020
Q1 | $5K | Hold |
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|
2019
Q4 | $25K | Buy |
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