Global Retirement Partners’s Invesco Mortgage Capital IVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63.1K | Buy |
+8,052
| New | +$63.1K | ﹤0.01% | 1649 |
|
|
2024
Q4 | $29.3K | Buy |
3,640
+610
| +20% | +$4.91K | ﹤0.01% | 1874 |
|
|
2024
Q3 | $28.5K | Hold |
3,030
| – | – | ﹤0.01% | 1819 |
|
|
2024
Q2 | $28.4K | Sell |
3,030
-1,817
| -37% | -$17K | ﹤0.01% | 1819 |
|
|
2024
Q1 | $46.9K | Buy |
4,847
+2,425
| +100% | +$23.5K | ﹤0.01% | 1444 |
|
|
2023
Q4 | $22K | Buy |
2,422
+1,981
| +449% | +$18K | ﹤0.01% | 1714 |
|
|
2023
Q3 | $3.99K | Hold |
441
| – | – | ﹤0.01% | 2272 |
|
|
2023
Q2 | $5.06K | Hold |
441
| – | – | ﹤0.01% | 2196 |
|
|
2023
Q1 | $4.3K | Hold |
441
| – | – | ﹤0.01% | 2214 |
|
|
2022
Q4 | $5.61K | Buy |
+441
| New | +$5.61K | ﹤0.01% | 1989 |
|
|
2021
Q1 | – | Sell |
-165
| Closed | -$6K | – | 1822 |
|
|
2020
Q4 | $6K | Hold |
165
| – | – | ﹤0.01% | 1398 |
|
|
2020
Q3 | $4K | Hold |
165
| – | – | ﹤0.01% | 1367 |
|
|
2020
Q2 | $6K | Buy |
165
+15
| +10% | +$545 | ﹤0.01% | 1246 |
|
|
2020
Q1 | $5K | Hold |
150
| – | – | ﹤0.01% | 1223 |
|
|
2019
Q4 | $25K | Buy |
+150
| New | +$25K | ﹤0.01% | 867 |
|